DC Investments Management’s Bristol-Myers Squibb BMY Stock Holding History

DC Investments 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
2020 Q4	–	Sell	-22,520	Closed	-$1.36M	–	61
2020 Q3	$1.36M	Buy	22,520 +15,239	+209%	+$917K	1.48%	19
2020 Q2	$428K	Sell	7,281 -30,868	-81%	-$1.85M	0.16%	91
2020 Q1	$2.13M	Buy	+38,149	New	+$2.33M	1.72%	6
2018 Q2	–	Sell	-4,853	Closed	-$307K	–	304
2018 Q1	$307K	Buy	+4,853	New	+$312K	0.21%	170

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

DC Investments Management's BMY Position: Q4 2020 in Review

DC Investments Management sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 22,520 shares — an estimated $1.36M sold.

DC Investments Management first reported a position in BMY in Q1 2018 and held it in 4 quarters. The position peaked at $2.13M in Q1 2020. 2,360 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

DC Investments Management reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
DC Investments Management sold 22,520 Bristol-Myers Squibb shares in Q4 2020, an estimated $1.36M.
DC Investments Management first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 4 quarters.
DC Investments Management's Bristol-Myers Squibb position peaked at $2.13M in Q1 2020.
2,360 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on DC Investments Management's 13F filing for Q4 2020, filed 12 Feb 2021.