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Freedom Day Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Freedom Day Solutions’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
Q3 		– Sell
-4,174
Closed -$267K – 97
2023
Q2 		$267K Sell
4,174
-806
-16% -$54K 0.12% 89
2023
Q1 		$333K Sell
4,980
-253
-5% -$17.8K 0.16% 83
2022
Q4 		$377K Sell
5,233
-869
-14% -$65.5K 0.19% 84
2022
Q3 		$434K Sell
6,102
-1,620
-21% -$118K 0.24% 85
2022
Q2 		$595K Buy
7,722
+271
+4% +$20.6K 0.3% 81
2022
Q1 		$544K Buy
+7,451
New +$500K 0.23% 87
2021
Q4 		– Sell
-3,936
Closed -$233K – 121
2021
Q3 		$233K Sell
3,936
-449
-10% -$29.6K 0.11% 109
2021
Q2 		$293K Sell
4,385
-22,141
-83% -$1.44M 0.14% 104
2021
Q1 		$1.68M Sell
26,526
-466
-2% -$29K 0.89% 55
2020
Q4 		$1.67M Sell
26,992
-831
-3% -$51.1K 0.91% 54
2020
Q3 		$1.68M Sell
27,823
-1,257
-4% -$75.7K 0.99% 51
2020
Q2 		$1.71M Sell
29,080
-218
-0.7% -$13K 1.13% 46
2020
Q1 		$1.63M Buy
29,298
+803
+3% +$49.1K 1.39% 30
2019
Q4 		$1.83M Buy
+28,495
New +$1.63M 1.22% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Freedom Day Solutions's BMY Position: Q3 2023 in Review

Freedom Day Solutions sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 4,174 shares — an estimated $267K sold.

Freedom Day Solutions first reported a position in BMY in Q4 2019 and held it in 14 quarters. The position peaked at $1.83M in Q4 2019. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

  • Freedom Day Solutions reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
  • Freedom Day Solutions sold 4,174 Bristol-Myers Squibb shares in Q3 2023, an estimated $267K.
  • Freedom Day Solutions first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 14 quarters.
  • Freedom Day Solutions's Bristol-Myers Squibb position peaked at $1.83M in Q4 2019.
  • 2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Freedom Day Solutions's 13F filing for Q3 2023, filed 26 Oct 2023.