Echo Street Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,417
Closed -$583K 466
2023
Q1
$583K Sell
8,417
-9,768
-54% -$689K 0.01% 223
2022
Q4
$1.31M Buy
+18,185
New +$1.37M 0.01% 125
2021
Q4
Sell
-8,302
Closed -$491K 629
2021
Q3
$491K Buy
+8,302
New +$547K ﹤0.01% 420
2021
Q2
Sell
-7,203
Closed -$455K 599
2021
Q1
$455K Sell
7,203
-4,886
-40% -$304K ﹤0.01% 321
2020
Q4
$750K Buy
+12,089
New +$743K 0.01% 203

Other funds holding BMY

Echo Street Capital Management's BMY Position: Q2 2023 in Review

Echo Street Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 8,417 shares — an estimated $583K sold.

Echo Street Capital Management first reported a position in BMY in Q4 2020 and held it in 5 quarters. The position peaked at $1.31M in Q4 2022. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

  • Echo Street Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
  • Echo Street Capital Management sold 8,417 Bristol-Myers Squibb shares in Q2 2023, an estimated $583K.
  • Echo Street Capital Management first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 5 quarters.
  • Echo Street Capital Management's Bristol-Myers Squibb position peaked at $1.31M in Q4 2022.
  • 2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.