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Gargoyle Investment Advisor’s Bristol-Myers Squibb BMY Stock Holding History

Gargoyle Investment Advisor’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
Q4 		$635K Hold
9,891
– – 0.98% 56
2019
Q3 		$502K Buy
+9,891
New +$465K 0.63% 70

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gargoyle Investment Advisor's BMY Position: Q4 2019 in Review

Gargoyle Investment Advisor held its Bristol-Myers Squibb (BMY) position steady in Q4 2019 at 9,891 shares worth $635K. The position accounts for 0.98% of the portfolio, ranked #56.

Gargoyle Investment Advisor first reported a position in BMY in Q3 2019 and has held it in 2 quarters since. 2,217 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

  • Gargoyle Investment Advisor held 9,891 shares of Bristol-Myers Squibb worth $635K as of Q4 2019.
  • Gargoyle Investment Advisor left its Bristol-Myers Squibb share count unchanged in Q4 2019.
  • Bristol-Myers Squibb made up 0.98% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #56 holding.
  • Gargoyle Investment Advisor first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 2 quarters since.
  • 2,217 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.