AFS Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

AFS Financial 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
2023 Q4	–	Sell	-6,016	Closed	-$349K	–	63
2023 Q3	$349K	Buy	6,016 +300	+5%	+$18.4K	0.24%	65
2023 Q2	$366K	Hold	5,716	–	–	0.24%	66
2023 Q1	$396K	Sell	5,716 -100	-2%	-$7.05K	0.26%	62
2022 Q4	$418K	Buy	+5,816	New	+$439K	0.3%	57

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AFS Financial Group's BMY Position: Q4 2023 in Review

AFS Financial Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 6,016 shares — an estimated $349K sold.

AFS Financial Group first reported a position in BMY in Q4 2022 and held it in 4 quarters. The position peaked at $418K in Q4 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

AFS Financial Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
AFS Financial Group sold 6,016 Bristol-Myers Squibb shares in Q4 2023, an estimated $349K.
AFS Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 4 quarters.
AFS Financial Group's Bristol-Myers Squibb position peaked at $418K in Q4 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.