Anchor Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Anchor Capital Advisors’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
2022 Q3	–	Sell	-2,731	Closed	-$210K	–	267
2022 Q2	$210K	Sell	2,731 -60	-2%	-$4.57K	0.01%	264
2022 Q1	$204K	Buy	+2,791	New	+$187K	﹤0.01%	270
2020 Q1	–	Sell	-3,781	Closed	-$243K	–	244
2019 Q4	$243K	Buy	+3,781	New	+$217K	0.01%	242
2016 Q3	–	Sell	-3,121	Closed	-$230K	–	280
2016 Q2	$230K	Buy	+3,121	New	+$221K	0.01%	273
2016 Q1	–	Sell	-3,199	Closed	-$220K	–	281
2015 Q4	$220K	Buy	+3,199	New	+$211K	0.01%	277
2015 Q3	–	Sell	-3,121	Closed	-$208K	–	283
2015 Q2	$208K	Sell	3,121 -712	-19%	-$46.9K	﹤0.01%	280
2015 Q1	$247K	Sell	3,833 -1,619	-30%	-$101K	0.01%	275
2014 Q4	$322K	Buy	5,452 +650	+14%	+$36.7K	0.01%	267
2014 Q3	$246K	Sell	4,802 -200	-4%	-$9.99K	0.01%	297
2014 Q2	$243K	Buy	+5,002	New	+$246K	﹤0.01%	298

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Anchor Capital Advisors's BMY Position: Q3 2022 in Review

Anchor Capital Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2022, closing a stake of 2,731 shares — an estimated $210K sold.

Anchor Capital Advisors first reported a position in BMY in Q2 2014 and held it in 10 quarters. The position peaked at $322K in Q4 2014. 2,469 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Anchor Capital Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2022 after selling out during the quarter.
Anchor Capital Advisors sold 2,731 Bristol-Myers Squibb shares in Q3 2022, an estimated $210K.
Anchor Capital Advisors first reported a position in Bristol-Myers Squibb in Q2 2014 and held it in 10 quarters.
Anchor Capital Advisors's Bristol-Myers Squibb position peaked at $322K in Q4 2014.
2,469 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Anchor Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.