Foresters Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Foresters Investment Management’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
2019 Q3	$4.58M	Sell	90,300 -17,750	-16%	-$834K	0.09%	262
2019 Q2	$4.9M	Hold	108,050	–	–	0.09%	277
2019 Q1	$5.16M	Sell	108,050 -261,200	-71%	-$13M	0.09%	279
2018 Q4	$19.2M	Buy	369,250 +236,838	+179%	+$12.7M	0.36%	93
2018 Q3	$8.22M	Buy	+132,412	New	+$7.86M	0.13%	221
2018 Q1	–	Sell	-21,939	Closed	-$1.34M	–	415
2017 Q4	$1.34M	Sell	21,939 -623	-3%	-$39K	0.02%	340
2017 Q3	$1.44M	Sell	22,562 -1,109	-5%	-$64.8K	0.02%	326
2017 Q2	$1.32M	Buy	+23,671	New	+$1.29M	0.02%	324

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Foresters Investment Management's BMY Position: Q3 2019 in Review

Foresters Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q3 2019, selling an estimated $834K and leaving 90,300 shares worth $4.58M. The position accounts for 0.09% of the portfolio, ranked #262.

Foresters Investment Management first reported a position in BMY in Q2 2017 and has held it in 8 quarters since. The position peaked at $19.2M in Q4 2018. 1,813 funds tracked by Wall St. Rank hold BMY as of Q3 2019.

Foresters Investment Management held 90,300 shares of Bristol-Myers Squibb worth $4.58M as of Q3 2019.
Foresters Investment Management sold 17,750 Bristol-Myers Squibb shares in Q3 2019, an estimated $834K.
Bristol-Myers Squibb made up 0.09% of Foresters Investment Management's portfolio in Q3 2019, its #262 holding.
Foresters Investment Management first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 8 quarters since.
Foresters Investment Management's Bristol-Myers Squibb position peaked at $19.2M in Q4 2018.
1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.