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

Benchmark 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
2018 Q4	$1.97M	Sell	37,900 -1,050	-3%	-$56.4K	1.96%	13
2018 Q3	$2.42M	Sell	38,950 -600	-2%	-$35.6K	1.82%	13
2018 Q2	$2.19M	Sell	39,550 -40,800	-51%	-$2.2M	1.66%	15
2018 Q1	$5.08M	Sell	80,350 -5,650	-7%	-$363K	4.02%	3
2017 Q4	$5.27M	Sell	86,000 -12,034	-12%	-$753K	4.11%	2
2017 Q3	$6.25M	Sell	98,034 -1,100	-1%	-$64.2K	4.85%	1
2017 Q2	$5.52M	Buy	99,134 +500	+0.5%	+$27.2K	4.36%	2
2017 Q1	$5.36M	Buy	98,634 +8,400	+9%	+$461K	4.24%	3
2016 Q4	$5.27M	Buy	90,234 +9,075	+11%	+$496K	4.37%	2
2016 Q3	$4.38M	Buy	81,159 +20,125	+33%	+$1.29M	3.3%	3
2016 Q2	$4.49M	Buy	61,034 +10,534	+21%	+$744K	3.66%	3
2016 Q1	$3.23M	Sell	50,500 -300	-0.6%	-$18.9K	2.83%	5
2015 Q4	$3.5M	Sell	50,800 -200	-0.4%	-$13.2K	2.96%	5
2015 Q3	$3.02M	Hold	51,000	–	–	2.46%	7
2015 Q2	$3.39M	Hold	51,000	–	–	2.39%	7
2015 Q1	$3.29M	Sell	51,000 -300	-0.6%	-$18.8K	2.16%	11
2014 Q4	$3.03M	Hold	51,300	–	–	2.04%	12
2014 Q3	$2.63M	Sell	51,300 -500	-1%	-$25K	1.81%	13
2014 Q2	$2.51M	Sell	51,800 -300	-0.6%	-$14.8K	1.57%	18
2014 Q1	$2.71M	Sell	52,100 -400	-0.8%	-$21.3K	1.88%	15
2013 Q4	$2.79M	Sell	52,500 -900	-2%	-$45.8K	1.93%	12
2013 Q3	$2.47M	Buy	+53,400	New	+$2.34M	1.77%	14

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

Benchmark Capital Advisors's BMY Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 2.7% in Q4 2018, selling an estimated $56.4K and leaving 37,900 shares worth $1.97M. The position accounts for 1.96% of the portfolio, ranked #13.

Benchmark Capital Advisors first reported a position in BMY in Q3 2013 and has held it in 22 quarters since. The position peaked at $6.25M in Q3 2017. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

Benchmark Capital Advisors held 37,900 shares of Bristol-Myers Squibb worth $1.97M as of Q4 2018.
Benchmark Capital Advisors sold 1,050 Bristol-Myers Squibb shares in Q4 2018, an estimated $56.4K.
Bristol-Myers Squibb made up 1.96% of Benchmark Capital Advisors's portfolio in Q4 2018, its #13 holding.
Benchmark Capital Advisors first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 22 quarters since.
Benchmark Capital Advisors's Bristol-Myers Squibb position peaked at $6.25M in Q3 2017.
1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.