Evolution Advisers’s Bristol-Myers Squibb BMY Stock Holding History

Evolution Advisers’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	-180	Closed	-$10K	–	215
2023 Q3	$10K	Hold	180	–	–	0.01%	106
2023 Q2	$11K	Hold	180	–	–	0.01%	110
2023 Q1	$12K	Hold	180	–	–	0.01%	105
2022 Q4	$12K	Hold	180	–	–	0.01%	114
2022 Q3	$12K	Sell	180 -220	-55%	-$16K	0.01%	100
2022 Q2	$30K	Hold	400	–	–	0.02%	80
2022 Q1	$29K	Buy	+400	New	+$26.9K	0.02%	83

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

Evolution Advisers's BMY Position: Q4 2023 in Review

Evolution Advisers sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 180 shares — an estimated $10K sold.

Evolution Advisers first reported a position in BMY in Q1 2022 and held it in 7 quarters. The position peaked at $30K in Q2 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Evolution Advisers reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Evolution Advisers sold 180 Bristol-Myers Squibb shares in Q4 2023, an estimated $10K.
Evolution Advisers first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 7 quarters.
Evolution Advisers's Bristol-Myers Squibb position peaked at $30K in Q2 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.