Enlightenment Research’s Bristol-Myers Squibb BMY Stock Holding History

Enlightenment Research’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
2021 Q4	–	Sell	-5,300	Closed	-$314K	–	132
2021 Q3	$314K	Buy	+5,300	New	+$349K	0.38%	97
2021 Q2	–	Sell	-11,400	Closed	-$720K	–	141
2021 Q1	$720K	Buy	11,400 +6,600	+138%	+$411K	0.86%	31
2020 Q4	$298K	Buy	+4,800	New	+$295K	0.42%	60
2020 Q2	–	Sell	-15,100	Closed	-$892K	–	103
2020 Q1	$892K	Buy	15,100 +6,700	+80%	+$410K	0.95%	17
2019 Q4	$539K	Sell	8,400 -2,300	-21%	-$132K	2.52%	10
2019 Q3	$543K	Buy	+10,700	New	+$503K	1.2%	24
2019 Q2	–	Sell	-25,800	Closed	-$1.23M	–	272
2019 Q1	$1.23M	Buy	+25,800	New	+$1.29M	2.4%	9

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enlightenment Research's BMY Position: Q4 2021 in Review

Enlightenment Research sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 5,300 shares — an estimated $314K sold.

Enlightenment Research first reported a position in BMY in Q1 2019 and held it in 7 quarters. The position peaked at $1.23M in Q1 2019. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Enlightenment Research reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Enlightenment Research sold 5,300 Bristol-Myers Squibb shares in Q4 2021, an estimated $314K.
Enlightenment Research first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 7 quarters.
Enlightenment Research's Bristol-Myers Squibb position peaked at $1.23M in Q1 2019.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.