FourThought Financial’s Bristol-Myers Squibb BMY Stock Holding History

FourThought Financial’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
2022 Q3	$1.14M	Sell	15,969 -482	-3%	-$35K	0.17%	104
2022 Q2	$1.27M	Sell	16,451 -2,646	-14%	-$202K	0.19%	100
2022 Q1	$1.4M	Sell	19,097 -38,102	-67%	-$2.56M	0.18%	104
2021 Q4	$3.57M	Sell	57,199 -6,416	-10%	-$376K	0.45%	54
2021 Q3	$3.76M	Buy	63,615 +1,358	+2%	+$89.4K	0.5%	51
2021 Q2	$4.16M	Buy	62,257 +9,949	+19%	+$649K	0.56%	47
2021 Q1	$3.3M	Buy	52,308 +5,112	+11%	+$318K	0.48%	50
2020 Q4	$2.93M	Buy	+47,196	New	+$2.9M	0.47%	52

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's BMY Position: Q3 2022 in Review

FourThought Financial reduced its Bristol-Myers Squibb (BMY) stake by 2.9% in Q3 2022, selling an estimated $35K and leaving 15,969 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #104.

FourThought Financial first reported a position in BMY in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.16M in Q2 2021. 2,470 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

FourThought Financial held 15,969 shares of Bristol-Myers Squibb worth $1.14M as of Q3 2022.
FourThought Financial sold 482 Bristol-Myers Squibb shares in Q3 2022, an estimated $35K.
Bristol-Myers Squibb made up 0.17% of FourThought Financial's portfolio in Q3 2022, its #104 holding.
FourThought Financial first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Bristol-Myers Squibb position peaked at $4.16M in Q2 2021.
2,470 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.