Benson Investment Management Company’s Bristol-Myers Squibb BMY Stock Holding History

Benson Investment Management Company’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 Q3	–	Sell	-42,020	Closed	-$2.33M	–	68
2018 Q2	$2.33M	Hold	42,020	–	–	1.83%	36
2018 Q1	$2.66M	Buy	42,020 +390	+0.9%	+$25.1K	2.15%	23
2017 Q4	$2.55M	Buy	41,630 +135	+0.3%	+$8.44K	1.9%	27
2017 Q3	$2.65M	Buy	41,495 +205	+0.5%	+$12K	2.18%	15
2017 Q2	$2.3M	Buy	41,290 +475	+1%	+$25.8K	2.08%	22
2017 Q1	$2.22M	Buy	+40,815	New	+$2.24M	2.19%	25

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

Jennison Associates New York $167B AUM 44.17% 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

Benson Investment Management Company's BMY Position: Q3 2018 in Review

Benson Investment Management Company sold out of Bristol-Myers Squibb (BMY) in Q3 2018, closing a stake of 42,020 shares — an estimated $2.33M sold.

Benson Investment Management Company first reported a position in BMY in Q1 2017 and held it in 6 quarters. The position peaked at $2.66M in Q1 2018. 1,730 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

Benson Investment Management Company reported no remaining Bristol-Myers Squibb position as of Q3 2018 after selling out during the quarter.
Benson Investment Management Company sold 42,020 Bristol-Myers Squibb shares in Q3 2018, an estimated $2.33M.
Benson Investment Management Company first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 6 quarters.
Benson Investment Management Company's Bristol-Myers Squibb position peaked at $2.66M in Q1 2018.
1,730 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on Benson Investment Management Company's 13F filing for Q3 2018, filed 4 Oct 2018.