Axiom Investors’s Bristol-Myers Squibb BMY Stock Holding History

Axiom Investors’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
2016 Q4	–	Sell	-568,593	Closed	-$30.7M	–	153
2016 Q3	$30.7M	Sell	568,593 -365,987	-39%	-$23.5M	0.86%	42
2016 Q2	$68.7M	Sell	934,580 -119,380	-11%	-$8.44M	1.99%	17
2016 Q1	$67.3M	Sell	1,053,960 -91,540	-8%	-$5.77M	2.09%	14
2015 Q4	$78.8M	Sell	1,145,500 -273,205	-19%	-$18.1M	2.54%	8
2015 Q3	$84M	Sell	1,418,705 -22,595	-2%	-$1.43M	2.65%	8
2015 Q2	$95.9M	Sell	1,441,300 -26,049	-2%	-$1.72M	2.75%	7
2015 Q1	$94.6M	Sell	1,467,349 -18,251	-1%	-$1.14M	2.56%	9
2014 Q4	$87.7M	Buy	1,485,600 +125,100	+9%	+$7.06M	2.17%	9
2014 Q3	$69.6M	Buy	+1,360,500	New	+$68M	1.73%	19

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Axiom Investors's BMY Position: Q4 2016 in Review

Axiom Investors sold out of Bristol-Myers Squibb (BMY) in Q4 2016, closing a stake of 568,593 shares — an estimated $30.7M sold.

Axiom Investors first reported a position in BMY in Q3 2014 and held it in 9 quarters. The position peaked at $95.9M in Q2 2015. 1,601 funds tracked by Wall St. Rank hold BMY as of Q4 2016.

Axiom Investors reported no remaining Bristol-Myers Squibb position as of Q4 2016 after selling out during the quarter.
Axiom Investors sold 568,593 Bristol-Myers Squibb shares in Q4 2016, an estimated $30.7M.
Axiom Investors first reported a position in Bristol-Myers Squibb in Q3 2014 and held it in 9 quarters.
Axiom Investors's Bristol-Myers Squibb position peaked at $95.9M in Q2 2015.
1,601 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2016.

Based on Axiom Investors's 13F filing for Q4 2016, filed 13 Feb 2017.