BG
BMY icon

Benedetti & Gucer’s Bristol-Myers Squibb BMY Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$795K Sell
14,668
-4,794
-25% -$244K 0.39% 47
2023
Q4 		$999K Sell
19,462
-3,020
-13% -$159K 0.52% 34
2023
Q3 		$1.3M Buy
22,482
+2,457
+12% +$151K 0.71% 28
2023
Q2 		$1.28M Buy
20,025
+4,500
+29% +$302K 0.66% 33
2023
Q1 		$1.08M Buy
+15,525
New +$1.1M 0.62% 33

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benedetti & Gucer's BMY Position: Q1 2024 in Review

Benedetti & Gucer reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2024, selling an estimated $244K and leaving 14,668 shares worth $795K. The position accounts for 0.39% of the portfolio, ranked #47.

Benedetti & Gucer first reported a position in BMY in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2023. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Benedetti & Gucer held 14,668 shares of Bristol-Myers Squibb worth $795K as of Q1 2024.
  • Benedetti & Gucer sold 4,794 Bristol-Myers Squibb shares in Q1 2024, an estimated $244K.
  • Bristol-Myers Squibb made up 0.39% of Benedetti & Gucer's portfolio in Q1 2024, its #47 holding.
  • Benedetti & Gucer first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Bristol-Myers Squibb position peaked at $1.3M in Q3 2023.
  • 2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.