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440 Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

440 Investment Group’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$263K Hold
4,299
– – 0.19% 97
2017
Q3 		$274K Buy
+4,299
New +$251K 0.21% 89

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

440 Investment Group's BMY Position: Q4 2017 in Review

440 Investment Group held its Bristol-Myers Squibb (BMY) position steady in Q4 2017 at 4,299 shares worth $263K. The position accounts for 0.19% of the portfolio, ranked #97.

440 Investment Group first reported a position in BMY in Q3 2017 and has held it in 2 quarters since. The position peaked at $274K in Q3 2017. 1,736 funds tracked by Wall St. Rank hold BMY as of Q4 2017.

  • 440 Investment Group held 4,299 shares of Bristol-Myers Squibb worth $263K as of Q4 2017.
  • 440 Investment Group left its Bristol-Myers Squibb share count unchanged in Q4 2017.
  • Bristol-Myers Squibb made up 0.19% of 440 Investment Group's portfolio in Q4 2017, its #97 holding.
  • 440 Investment Group first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 2 quarters since.
  • 440 Investment Group's Bristol-Myers Squibb position peaked at $274K in Q3 2017.
  • 1,736 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.