Evelyn V. Moreno’s Bristol-Myers Squibb BMY Stock Holding History

Evelyn V. Moreno’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
2023 Q4	–	Sell	-39,527	Closed	-$2.29M	–	141
2023 Q3	$2.29M	Sell	39,527 -35,032	-47%	-$2.15M	0.5%	55
2023 Q2	$4.77M	Sell	74,559 -10,415	-12%	-$698K	1.02%	38
2023 Q1	$5.89M	Buy	84,974 +8,657	+11%	+$611K	1.34%	31
2022 Q4	$5.49M	Buy	76,317 +37,116	+95%	+$2.8M	1.27%	30
2022 Q3	$2.79M	Sell	39,201 -31,151	-44%	-$2.26M	1.26%	25
2022 Q2	$5.42M	Buy	70,352 +66,565	+1,758%	+$5.07M	1.26%	33
2022 Q1	$277K	Buy	+3,787	New	+$254K	0.06%	87

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Evelyn V. Moreno's BMY Position: Q4 2023 in Review

Evelyn V. Moreno sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 39,527 shares — an estimated $2.29M sold.

Evelyn V. Moreno first reported a position in BMY in Q1 2022 and held it in 7 quarters. The position peaked at $5.89M in Q1 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Evelyn V. Moreno reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Evelyn V. Moreno sold 39,527 Bristol-Myers Squibb shares in Q4 2023, an estimated $2.29M.
Evelyn V. Moreno first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 7 quarters.
Evelyn V. Moreno's Bristol-Myers Squibb position peaked at $5.89M in Q1 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.