DeDora Capital’s Bristol-Myers Squibb BMY Stock Holding History

DeDora Capital’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	-3,381	Closed	-$216K	–	100
2023 Q2	$216K	Buy	3,381 +4	+0.1%	+$268	0.08%	98
2023 Q1	$234K	Sell	3,377 -338	-9%	-$23.8K	0.1%	98
2022 Q4	$267K	Buy	3,715 +3	+0.1%	+$226	0.13%	95
2022 Q3	$264K	Sell	3,712 -104	-3%	-$7.54K	0.14%	89
2022 Q2	$294K	Sell	3,816 -106	-3%	-$8.07K	0.15%	83
2022 Q1	$286K	Buy	+3,922	New	+$263K	0.12%	85
2021 Q4	–	Sell	-4,621	Closed	-$273K	–	65
2021 Q3	$273K	Sell	4,621 -27	-0.6%	-$1.78K	0.12%	84
2021 Q2	$311K	Sell	4,648 -118	-2%	-$7.69K	0.14%	82
2021 Q1	$301K	Sell	4,766 -5,333	-53%	-$332K	0.14%	83
2020 Q4	$626K	Buy	10,099 +3,554	+54%	+$219K	0.31%	63
2020 Q3	$395K	Buy	6,545 +1,669	+34%	+$100K	0.22%	72
2020 Q2	$287K	Buy	+4,876	New	+$292K	0.17%	81
2020 Q1	–	Sell	-3,485	Closed	-$224K	–	88
2019 Q4	$224K	Buy	+3,485	New	+$200K	0.13%	89
2018 Q3	–	Sell	-5,198	Closed	-$288K	–	86
2018 Q2	$288K	Buy	5,198 +34	+0.7%	+$1.84K	0.23%	75
2018 Q1	$327K	Buy	5,164 +26	+0.5%	+$1.67K	0.27%	72
2017 Q4	$315K	Buy	+5,138	New	+$321K	0.26%	67

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

DeDora Capital's BMY Position: Q3 2023 in Review

DeDora Capital sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,381 shares — an estimated $216K sold.

DeDora Capital first reported a position in BMY in Q4 2017 and held it in 16 quarters. The position peaked at $626K in Q4 2020. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

DeDora Capital reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
DeDora Capital sold 3,381 Bristol-Myers Squibb shares in Q3 2023, an estimated $216K.
DeDora Capital first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 16 quarters.
DeDora Capital's Bristol-Myers Squibb position peaked at $626K in Q4 2020.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on DeDora Capital's 13F filing for Q3 2023, filed 18 Oct 2023.