Clarus Group’s Bristol-Myers Squibb BMY Stock Holding History

Clarus Group’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
2023 Q3	–	Sell	-3,399	Closed	-$217K	–	111
2023 Q2	$217K	Buy	+3,399	New	+$228K	0.16%	103

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clarus Group's BMY Position: Q3 2023 in Review

Clarus Group sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,399 shares — an estimated $217K sold.

Clarus Group first reported a position in BMY in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Clarus Group reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Clarus Group sold 3,399 Bristol-Myers Squibb shares in Q3 2023, an estimated $217K.
Clarus Group first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 1 quarter.
Clarus Group's Bristol-Myers Squibb position peaked at $217K in Q2 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Clarus Group's 13F filing for Q3 2023, filed 16 Oct 2023.