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Family Legacy Inc’s Bristol-Myers Squibb BMY Stock Holding History

Family Legacy Inc’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
2020
Q1 		– Sell
-3,340
Closed -$213K – 111
2019
Q4 		$213K Buy
+3,340
New +$191K 0.12% 115
2019
Q1 		– Sell
-3,240
Closed -$168K – 117
2018
Q4 		$168K Hold
3,240
– – 0.15% 106
2018
Q3 		$201K Hold
3,240
– – 0.16% 103
2018
Q2 		$179K Hold
3,240
– – 0.15% 106
2018
Q1 		$205K Buy
+3,240
New +$208K 0.19% 101
2017
Q3 		– Sell
-4,240
Closed -$236K – 49
2017
Q2 		$236K Sell
4,240
-1,005
-19% -$54.7K 0.24% 89
2017
Q1 		$285K Buy
+5,245
New +$288K 0.3% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Legacy Inc's BMY Position: Q1 2020 in Review

Family Legacy Inc sold out of Bristol-Myers Squibb (BMY) in Q1 2020, closing a stake of 3,340 shares — an estimated $213K sold.

Family Legacy Inc first reported a position in BMY in Q1 2017 and held it in 7 quarters. The position peaked at $285K in Q1 2017. 2,149 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

  • Family Legacy Inc reported no remaining Bristol-Myers Squibb position as of Q1 2020 after selling out during the quarter.
  • Family Legacy Inc sold 3,340 Bristol-Myers Squibb shares in Q1 2020, an estimated $213K.
  • Family Legacy Inc first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 7 quarters.
  • Family Legacy Inc's Bristol-Myers Squibb position peaked at $285K in Q1 2017.
  • 2,149 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on Family Legacy Inc's 13F filing for Q1 2020, filed 12 May 2020.