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Delphi Private Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Delphi Private 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
2018
Q1 		– Sell
-1,760
Closed -$108K – 84
2017
Q4 		$108K Buy
+1,760
New +$110K 0.27% 35
2017
Q1 		– Sell
-30
Closed -$2K – 124
2016
Q4 		$2K Sell
30
-20
-40% -$1.09K ﹤0.01% 181
2016
Q3 		$3K Sell
50
-192
-79% -$12.3K 0.01% 210
2016
Q2 		$18K Buy
242
+2
+0.8% +$141 0.03% 98
2016
Q1 		$15K Sell
240
-50
-17% -$3.15K 0.03% 117
2015
Q4 		$20K Buy
+290
New +$19.2K 0.03% 107

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return