Eagle Ridge Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Eagle Ridge Investment Management’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
2020 Q1	–	Sell	-11,542	Closed	-$741K	–	129
2019 Q4	$741K	Buy	+11,542	New	+$661K	0.1%	85
2017 Q1	–	Sell	-6,082	Closed	-$355K	–	138
2016 Q4	$355K	Buy	+6,082	New	+$333K	0.07%	103
2016 Q3	–	Sell	-3,375	Closed	-$248K	–	131
2016 Q2	$248K	Hold	3,375	–	–	0.06%	118
2016 Q1	$216K	Sell	3,375 -225	-6%	-$14.2K	0.05%	119
2015 Q4	$248K	Buy	+3,600	New	+$238K	0.06%	108

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's BMY Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Bristol-Myers Squibb (BMY) in Q1 2020, closing a stake of 11,542 shares — an estimated $741K sold.

Eagle Ridge Investment Management first reported a position in BMY in Q4 2015 and held it in 5 quarters. The position peaked at $741K in Q4 2019. 2,148 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Bristol-Myers Squibb position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 11,542 Bristol-Myers Squibb shares in Q1 2020, an estimated $741K.
Eagle Ridge Investment Management first reported a position in Bristol-Myers Squibb in Q4 2015 and held it in 5 quarters.
Eagle Ridge Investment Management's Bristol-Myers Squibb position peaked at $741K in Q4 2019.
2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.