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

Doliver 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
2023 Q4	–	Sell	-4,203	Closed	-$244K	–	146
2023 Q3	$244K	Sell	4,203 -100	-2%	-$6.13K	0.07%	133
2023 Q2	$275K	Hold	4,303	–	–	0.08%	139
2023 Q1	$298K	Hold	4,303	–	–	0.09%	132
2022 Q4	$310K	Hold	4,303	–	–	0.1%	118
2022 Q3	$306K	Hold	4,303	–	–	0.11%	110
2022 Q2	$331K	Buy	4,303 +1,200	+39%	+$91.4K	0.12%	112
2022 Q1	$227K	Sell	3,103 -862	-22%	-$57.9K	0.07%	152
2021 Q4	$258K	Buy	3,965 +100	+3%	+$5.87K	0.08%	135
2021 Q3	$229K	Hold	3,865	–	–	0.08%	150
2021 Q2	$258K	Buy	3,865 +382	+11%	+$24.9K	0.09%	125
2021 Q1	$220K	Hold	3,483	–	–	0.08%	124
2020 Q4	$216K	Hold	3,483	–	–	0.1%	119
2020 Q3	$210K	Buy	3,483 +80	+2%	+$4.82K	0.11%	131
2020 Q2	$200K	Hold	3,403	–	–	0.09%	133
2020 Q1	$213K	Hold	3,403	–	–	0.11%	110
2019 Q4	$218K	Buy	+3,403	New	+$195K	0.09%	101

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Doliver Advisors's BMY Position: Q4 2023 in Review

Doliver Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,203 shares — an estimated $244K sold.

Doliver Advisors first reported a position in BMY in Q4 2019 and held it in 16 quarters. The position peaked at $331K in Q2 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Doliver Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Doliver Advisors sold 4,203 Bristol-Myers Squibb shares in Q4 2023, an estimated $244K.
Doliver Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 16 quarters.
Doliver Advisors's Bristol-Myers Squibb position peaked at $331K in Q2 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Doliver Advisors's 13F filing for Q4 2023, filed 3 Jan 2024.