Disciplined U.S. Equity Portfolio BK Holdings History
Disciplined U.S. Equity Portfolio's Bank of New York Mellon Corp Holding Summary
As of 2025-04-30, Disciplined U.S. Equity Portfolio held - shares of Bank of New York Mellon Corp(BK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0% of the outstanding Bank of New York Mellon Corp(BK) stock.
The initial trade took place in 2020Q3. And since then Disciplined U.S. Equity Portfolio has made 2 purchases of BK, at an average price of $38.85, for a total of 522,519.00 shares. In addition, there have been 3 sales at an average price of $54.98 for 522,519.00 shares. Based on historical transaction data and BK's current price of $98.84, Disciplined U.S. Equity Portfolio's estimated gain on his BK holdings is $8.43 Mil, reflecting a 41.52% gain to date.
Disciplined U.S. Equity Portfolio BK ($98.84) Holding Chart
Disciplined U.S. Equity Portfolio BK ($98.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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