Birch Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Birch Capital Management’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 Q1	–	Sell	-297	Closed	-$18K	–	84
2020 Q4	$18K	Sell	297 -134	-31%	-$8.24K	0.01%	76
2020 Q3	$26K	Hold	431	–	–	0.02%	76
2020 Q2	$25K	Hold	431	–	–	0.02%	77
2020 Q1	$24K	Hold	431	–	–	0.03%	77
2019 Q4	$28K	Buy	+431	New	+$24.7K	0.03%	75

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Birch Capital Management's BMY Position: Q1 2021 in Review

Birch Capital Management sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 297 shares — an estimated $18K sold.

Birch Capital Management first reported a position in BMY in Q4 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2019. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Birch Capital Management reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Birch Capital Management sold 297 Bristol-Myers Squibb shares in Q1 2021, an estimated $18K.
Birch Capital Management first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 5 quarters.
Birch Capital Management's Bristol-Myers Squibb position peaked at $28K in Q4 2019.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Birch Capital Management's 13F filing for Q1 2021, filed 5 Apr 2021.