Crescent Capital Consulting’s Bristol-Myers Squibb BMY Stock Holding History

Crescent Capital Consulting’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 Q4	$2.28M	Sell	36,491 -271	-0.7%	-$15.9K	0.38%	59
2021 Q3	$2.18M	Hold	36,762	–	–	0.4%	57
2021 Q2	$2.46M	Sell	36,762 -1,785	-5%	-$116K	0.46%	54
2021 Q1	$2.43M	Buy	38,547 +1,899	+5%	+$118K	0.53%	50
2020 Q4	$2.28M	Buy	+36,648	New	+$2.25M	0.59%	48

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Crescent Capital Consulting's BMY Position: Q4 2021 in Review

Crescent Capital Consulting reduced its Bristol-Myers Squibb (BMY) stake by 0.74% in Q4 2021, selling an estimated $15.9K and leaving 36,491 shares worth $2.28M. The position accounts for 0.38% of the portfolio, ranked #59.

Crescent Capital Consulting first reported a position in BMY in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.46M in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Crescent Capital Consulting held 36,491 shares of Bristol-Myers Squibb worth $2.28M as of Q4 2021.
Crescent Capital Consulting sold 271 Bristol-Myers Squibb shares in Q4 2021, an estimated $15.9K.
Bristol-Myers Squibb made up 0.38% of Crescent Capital Consulting's portfolio in Q4 2021, its #59 holding.
Crescent Capital Consulting first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's Bristol-Myers Squibb position peaked at $2.46M in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.