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

Causeway 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
2024 Q4	–	Sell	-750,455	Closed	-$38.8M	–	109
2024 Q3	$38.8M	Buy	750,455 +23,103	+3%	+$1.08M	0.95%	32
2024 Q2	$30.2M	Buy	+727,352	New	+$32.5M	0.82%	40

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Causeway Capital Management's BMY Position: Q4 2024 in Review

Causeway Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 750,455 shares — an estimated $38.8M sold.

Causeway Capital Management first reported a position in BMY in Q2 2024 and held it in 2 quarters. The position peaked at $38.8M in Q3 2024. 2,493 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

Causeway Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
Causeway Capital Management sold 750,455 Bristol-Myers Squibb shares in Q4 2024, an estimated $38.8M.
Causeway Capital Management first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 2 quarters.
Causeway Capital Management's Bristol-Myers Squibb position peaked at $38.8M in Q3 2024.
2,493 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Causeway Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.