Ownership history in LSV ASSET MANAGEMENT Β· 63 quarters on record
This page tracks every 13F SEC filing in which LSV ASSET MANAGEMENT reported a position in BANK OF NEW YORK MELLON CORP COM (BK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LSV ASSET MANAGEMENT underperformed the S&P 500 by β2.8% annually on this BK position. Timing score: 47% (27/57 decisions correct). Average cost basis: $31.99. Maximum drawdown during holding period: β38.4%.
β οΈ Trailed SPY by 2.8% ann. on this position.
62 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
27 of 57 add/trim decisions correct
Best entry: $13.16 (2011 Q3) Β· Worst: $57.54 (2024 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 33 trims. Bought during 8 of 19 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size