Cardan Capital Partners’s Bristol-Myers Squibb BMY Stock Holding History

Cardan Capital Partners’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	$212K	Buy	3,590 +105	+3%	+$6.92K	0.02%	239
2021 Q2	$233K	Hold	3,485	–	–	0.03%	234
2021 Q1	$220K	Hold	3,485	–	–	0.03%	220
2020 Q4	$216K	Hold	3,485	–	–	0.03%	215
2020 Q3	$210K	Hold	3,485	–	–	0.03%	220
2020 Q2	$205K	Buy	+3,485	New	+$208K	0.03%	219

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

Cardan Capital Partners's BMY Position: Q3 2021 in Review

Cardan Capital Partners increased its Bristol-Myers Squibb (BMY) stake by 3% in Q3 2021, buying an estimated $6.92K and bringing the position to 3,590 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #239.

Cardan Capital Partners first reported a position in BMY in Q2 2020 and has held it in 6 quarters since. The position peaked at $233K in Q2 2021. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Cardan Capital Partners held 3,590 shares of Bristol-Myers Squibb worth $212K as of Q3 2021.
Cardan Capital Partners bought 105 Bristol-Myers Squibb shares in Q3 2021, an estimated $6.92K.
Bristol-Myers Squibb made up 0.02% of Cardan Capital Partners's portfolio in Q3 2021, its #239 holding.
Cardan Capital Partners first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 6 quarters since.
Cardan Capital Partners's Bristol-Myers Squibb position peaked at $233K in Q2 2021.
2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.