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Epstein & White Financial’s Bristol-Myers Squibb BMY Stock Holding History

Epstein & White Financial’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
Q2 		$238K Buy
3,554
+22
+0.6% +$1.44K 0.06% 79
2021
Q1 		$221K Sell
3,532
-433
-11% -$26.9K 0.06% 78
2020
Q4 		$248K Buy
+3,965
New +$244K 0.08% 66

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Epstein & White Financial's BMY Position: Q2 2021 in Review

Epstein & White Financial increased its Bristol-Myers Squibb (BMY) stake by 0.62% in Q2 2021, buying an estimated $1.44K and bringing the position to 3,554 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #79.

Epstein & White Financial first reported a position in BMY in Q4 2020 and has held it in 3 quarters since. The position peaked at $248K in Q4 2020. 2,370 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

  • Epstein & White Financial held 3,554 shares of Bristol-Myers Squibb worth $238K as of Q2 2021.
  • Epstein & White Financial bought 22 Bristol-Myers Squibb shares in Q2 2021, an estimated $1.44K.
  • Bristol-Myers Squibb made up 0.06% of Epstein & White Financial's portfolio in Q2 2021, its #79 holding.
  • Epstein & White Financial first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 3 quarters since.
  • Epstein & White Financial's Bristol-Myers Squibb position peaked at $248K in Q4 2020.
  • 2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.