Axel Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Axel Capital Management’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
2018 Q4	–	Sell	-15,000	Closed	-$931K	–	17
2018 Q3	$931K	Hold	15,000	–	–	0.83%	25
2018 Q2	$830K	Hold	15,000	–	–	0.77%	25
2018 Q1	$949K	Hold	15,000	–	–	0.84%	9
2017 Q4	$919K	Hold	15,000	–	–	0.9%	14
2017 Q3	$956K	Hold	15,000	–	–	0.63%	18
2017 Q2	$836K	Hold	15,000	–	–	0.41%	17
2017 Q1	$816K	Hold	15,000	–	–	0.59%	15
2016 Q4	$877K	Hold	15,000	–	–	0.69%	11
2016 Q3	$809K	Hold	15,000	–	–	0.62%	12
2016 Q2	$1.1M	Hold	15,000	–	–	0.98%	11
2016 Q1	$958K	Hold	15,000	–	–	0.51%	11
2015 Q4	$1.03M	Hold	15,000	–	–	0.59%	14
2015 Q3	$888K	Hold	15,000	–	–	0.54%	19
2015 Q2	$998K	Hold	15,000	–	–	0.7%	21
2015 Q1	$967K	Hold	15,000	–	–	0.68%	20
2014 Q4	$885K	Buy	15,000 +14,100	+1,567%	+$795K	0.87%	20
2014 Q3	$46K	Hold	900	–	–	0.05%	27
2014 Q2	$44K	Buy	900 +470	+109%	+$23.2K	0.08%	25
2014 Q1	$22K	Hold	430	–	–	0.05%	37
2013 Q4	$23K	Hold	430	–	–	0.1%	27
2013 Q3	$20K	Hold	430	–	–	0.52%	19
2013 Q2	$19K	Buy	+430	New	+$18.7K	2.37%	20

Other funds holding BMY

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Axel Capital Management's BMY Position: Q4 2018 in Review

Axel Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 15,000 shares — an estimated $931K sold.

Axel Capital Management first reported a position in BMY in Q2 2013 and held it in 22 quarters. The position peaked at $1.1M in Q2 2016. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

Axel Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
Axel Capital Management sold 15,000 Bristol-Myers Squibb shares in Q4 2018, an estimated $931K.
Axel Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 22 quarters.
Axel Capital Management's Bristol-Myers Squibb position peaked at $1.1M in Q2 2016.
1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Axel Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.