EWM
BMY.RT

Evercore Wealth Management’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Evercore Wealth Management’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,722
Closed -$7K – 448
2020
Q4 		$7K Hold
10,722
– – ﹤0.01% 419
2020
Q3 		$24K Hold
10,722
– – ﹤0.01% 377
2020
Q2 		$38K Hold
10,722
– – ﹤0.01% 374
2020
Q1 		$41K Buy
10,722
+543
+5% +$1.79K ﹤0.01% 358
2019
Q4 		$30K Buy
+10,179
New +$26.5K ﹤0.01% 401

Other funds holding BMY.RT

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.61B AUM 22.15% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Evercore Wealth Management's BMY.RT Position: Q1 2021 in Review

Evercore Wealth Management sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2021, closing a stake of 10,722 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in BMY.RT in Q4 2019 and held it in 5 quarters. The position peaked at $41K in Q1 2020. 12 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2021.

  • Evercore Wealth Management reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 10,722 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2021, an estimated $7K.
  • Evercore Wealth Management first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 5 quarters.
  • Evercore Wealth Management's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $41K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.