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

Dover 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
2024 Q2	–	Sell	-4,828	Closed	-$262K	–	128
2024 Q1	$262K	Buy	+4,828	New	+$246K	0.18%	103
2023 Q2	–	Sell	-3,005	Closed	-$208K	–	105
2023 Q1	$208K	Buy	3,005 +175	+6%	+$12.3K	0.2%	93
2022 Q4	$204K	Buy	+2,830	New	+$213K	0.22%	93

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dover Advisors's BMY Position: Q2 2024 in Review

Dover Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 4,828 shares — an estimated $262K sold.

Dover Advisors first reported a position in BMY in Q4 2022 and held it in 3 quarters. The position peaked at $262K in Q1 2024. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Dover Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Dover Advisors sold 4,828 Bristol-Myers Squibb shares in Q2 2024, an estimated $262K.
Dover Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 3 quarters.
Dover Advisors's Bristol-Myers Squibb position peaked at $262K in Q1 2024.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Dover Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.