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

Eudaimonia 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 Q1	$273K	Buy	5,036 +336	+7%	+$17.1K	0.15%	140
2023 Q4	$241K	Sell	4,700 -111	-2%	-$5.83K	0.16%	135
2023 Q3	$279K	Sell	4,811 -389	-7%	-$23.8K	0.2%	123
2023 Q2	$333K	Buy	5,200 +251	+5%	+$16.8K	0.22%	113
2023 Q1	$343K	Sell	4,949 -100	-2%	-$7.05K	0.23%	112
2022 Q4	$363K	Sell	5,049 -87	-2%	-$6.56K	0.25%	98
2022 Q3	$365K	Sell	5,136 -100	-2%	-$7.25K	0.25%	91
2022 Q2	$403K	Buy	5,236 +564	+12%	+$43K	0.28%	93
2022 Q1	$341K	Buy	+4,672	New	+$314K	0.2%	116

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eudaimonia Advisors's BMY Position: Q1 2024 in Review

Eudaimonia Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q1 2024, buying an estimated $17.1K and bringing the position to 5,036 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #140.

Eudaimonia Advisors first reported a position in BMY in Q1 2022 and has held it in 9 quarters since. The position peaked at $403K in Q2 2022. 2,331 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Eudaimonia Advisors held 5,036 shares of Bristol-Myers Squibb worth $273K as of Q1 2024.
Eudaimonia Advisors bought 336 Bristol-Myers Squibb shares in Q1 2024, an estimated $17.1K.
Bristol-Myers Squibb made up 0.15% of Eudaimonia Advisors's portfolio in Q1 2024, its #140 holding.
Eudaimonia Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 9 quarters since.
Eudaimonia Advisors's Bristol-Myers Squibb position peaked at $403K in Q2 2022.
2,331 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.