Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BRC
Bell Rock Capital’s
Bristol-Myers Squibb
BMY
Stock Holding History
Bell Rock Capital’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-260
Closed
-$17K
–
93
2019
Q4
$17K
Hold
260
–
–
0.01%
289
2019
Q3
$13K
Buy
260
+1
+0.4%
+$47
0.01%
292
2019
Q2
$12K
Sell
259
-468
-64%
-$21.8K
0.01%
293
2019
Q1
$34K
Sell
727
-924
-56%
-$46K
0.02%
260
2018
Q4
$85K
Sell
1,651
-2,000
-55%
-$107K
0.06%
185
2018
Q3
$227K
Buy
3,651
+1
+0%
+$59
0.11%
118
2018
Q2
$202K
Hold
3,650
–
–
0.1%
129
2018
Q1
$231K
Hold
3,650
–
–
0.12%
116
2017
Q4
$223K
Buy
3,650
+1
+0%
+$63
0.12%
120
2017
Q3
$232K
Buy
3,649
+2,000
+121%
+$117K
0.13%
115
2017
Q2
$92K
Buy
1,649
+1
+0.1%
+$54
0.06%
180
2017
Q1
$90K
Hold
1,648
–
–
0.08%
142
2016
Q4
$96K
Buy
+1,648
New
+$90.1K
0.1%
131
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close