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

Berman 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
2021 Q3	$462K	Buy	7,834 +915	+13%	+$60.3K	0.07%	142
2021 Q2	$461K	Buy	6,919 +1,698	+33%	+$111K	0.07%	125
2021 Q1	$329K	Buy	5,221 +462	+10%	+$28.7K	0.07%	135
2020 Q4	$295K	Buy	4,759 +722	+18%	+$44.4K	0.07%	125
2020 Q3	$243K	Sell	4,037 -607	-13%	-$36.5K	0.07%	131
2020 Q2	$272K	Buy	4,644 +1,119	+32%	+$66.9K	0.07%	108
2020 Q1	$196K	Buy	3,525 +437	+14%	+$26.7K	0.06%	121
2019 Q4	$198K	Buy	3,088 +1,260	+69%	+$72.2K	0.06%	134
2019 Q3	$92K	Buy	1,828 +293	+19%	+$13.8K	0.03%	218
2019 Q2	$69K	Buy	1,535 +140	+10%	+$6.52K	0.02%	255
2019 Q1	$66K	Buy	1,395 +175	+14%	+$8.72K	0.02%	242
2018 Q4	$63K	Buy	+1,220	New	+$65.5K	0.02%	230

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Berman Capital Advisors's BMY Position: Q3 2021 in Review

Berman Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 13% in Q3 2021, buying an estimated $60.3K and bringing the position to 7,834 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #142.

Berman Capital Advisors first reported a position in BMY in Q4 2018 and has held it in 12 quarters since. 2,293 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Berman Capital Advisors held 7,834 shares of Bristol-Myers Squibb worth $462K as of Q3 2021.
Berman Capital Advisors bought 915 Bristol-Myers Squibb shares in Q3 2021, an estimated $60.3K.
Bristol-Myers Squibb made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #142 holding.
Berman Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 12 quarters since.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.