Galvin Gaustad & Stein’s Bristol-Myers Squibb BMY Stock Holding History

Galvin Gaustad & Stein’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 Q1	–	Sell	-12,526	Closed	-$781K	–	171
2021 Q4	$781K	Sell	12,526 -12,151	-49%	-$713K	0.07%	110
2021 Q3	$1.46M	Sell	24,677 -1,912	-7%	-$126K	0.14%	91
2021 Q2	$1.78M	Buy	26,589 +6	+0%	+$391	0.17%	88
2021 Q1	$1.68M	Sell	26,583 -313	-1%	-$19.5K	0.17%	93
2020 Q4	$1.67M	Buy	+26,896	New	+$1.65M	0.18%	90

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

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

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

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

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

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

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

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

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

Galvin Gaustad & Stein's BMY Position: Q1 2022 in Review

Galvin Gaustad & Stein sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 12,526 shares — an estimated $781K sold.

Galvin Gaustad & Stein first reported a position in BMY in Q4 2020 and held it in 5 quarters. The position peaked at $1.78M in Q2 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Galvin Gaustad & Stein reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Galvin Gaustad & Stein sold 12,526 Bristol-Myers Squibb shares in Q1 2022, an estimated $781K.
Galvin Gaustad & Stein first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 5 quarters.
Galvin Gaustad & Stein's Bristol-Myers Squibb position peaked at $1.78M in Q2 2021.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2022, filed 27 Apr 2022.