Cumberland Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cumberland Advisors’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
2022 Q1	–	Sell	-127,031	Closed	-$7.92M	–	60
2021 Q4	$7.92M	Buy	127,031 +4,485	+4%	+$263K	1.66%	17
2021 Q3	$7.25M	Buy	122,546 +18,035	+17%	+$1.19M	1.68%	18
2021 Q2	$6.98M	Buy	104,511 +5,311	+5%	+$346K	1.64%	18
2021 Q1	$6.26M	Buy	99,200 +34,075	+52%	+$2.12M	1.55%	20
2020 Q4	$4.04M	Buy	+65,125	New	+$4M	1.48%	17
2020 Q2	$3.65M	Buy	+62,160	New	+$3.72M	1.38%	19

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

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

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

Cumberland Advisors's BMY Position: Q1 2022 in Review

Cumberland Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 127,031 shares — an estimated $7.92M sold.

Cumberland Advisors first reported a position in BMY in Q2 2020 and held it in 6 quarters. The position peaked at $7.92M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Cumberland Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Cumberland Advisors sold 127,031 Bristol-Myers Squibb shares in Q1 2022, an estimated $7.92M.
Cumberland Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 6 quarters.
Cumberland Advisors's Bristol-Myers Squibb position peaked at $7.92M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Cumberland Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.