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Disciplined Growth Investors’s Bristol-Myers Squibb BMY Stock Holding History

Disciplined Growth Investors’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
2014
Q3 		– Sell
-7,595
Closed -$368K – 97
2014
Q2 		$368K Buy
+7,595
New +$374K 0.01% 103

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Growth Investors's BMY Position: Q3 2014 in Review

Disciplined Growth Investors sold out of Bristol-Myers Squibb (BMY) in Q3 2014, closing a stake of 7,595 shares — an estimated $368K sold.

Disciplined Growth Investors first reported a position in BMY in Q2 2014 and held it in 1 quarter. The position peaked at $368K in Q2 2014. 1,303 funds tracked by Wall St. Rank hold BMY as of Q3 2014.

  • Disciplined Growth Investors reported no remaining Bristol-Myers Squibb position as of Q3 2014 after selling out during the quarter.
  • Disciplined Growth Investors sold 7,595 Bristol-Myers Squibb shares in Q3 2014, an estimated $368K.
  • Disciplined Growth Investors first reported a position in Bristol-Myers Squibb in Q2 2014 and held it in 1 quarter.
  • Disciplined Growth Investors's Bristol-Myers Squibb position peaked at $368K in Q2 2014.
  • 1,303 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2014.

Based on Disciplined Growth Investors's 13F filing for Q3 2014, filed 12 Nov 2014.