Great Diamond Partners’s Bristol-Myers Squibb BMY Stock Holding History

Great Diamond Partners’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
2024 Q1	–	Sell	-4,372	Closed	-$224K	–	225
2023 Q4	$224K	Buy	4,372 +367	+9%	+$19.3K	0.06%	214
2023 Q3	$232K	Sell	4,005 -912	-19%	-$55.9K	0.06%	203
2023 Q2	$314K	Buy	4,917 +258	+6%	+$17.3K	0.08%	169
2023 Q1	$323K	Buy	4,659 +86	+2%	+$6.07K	0.09%	160
2022 Q4	$329K	Buy	4,573 +31	+0.7%	+$2.34K	0.1%	147
2022 Q3	$322K	Buy	4,542 +510	+13%	+$37K	0.11%	150
2022 Q2	$310K	Sell	4,032 -17	-0.4%	-$1.29K	0.1%	159
2022 Q1	$295K	Buy	+4,049	New	+$272K	0.08%	173
2021 Q4	–	Sell	-4,144	Closed	-$245K	–	215
2021 Q3	$245K	Sell	4,144 -312	-7%	-$20.5K	0.07%	183
2021 Q2	$297K	Buy	4,456 +445	+11%	+$29K	0.08%	158
2021 Q1	$253K	Buy	4,011 +256	+7%	+$15.9K	0.08%	170
2020 Q4	$232K	Buy	+3,755	New	+$231K	0.07%	163
2020 Q1	–	Sell	-3,769	Closed	-$241K	–	180
2019 Q4	$241K	Buy	+3,769	New	+$216K	0.09%	135

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Diamond Partners's BMY Position: Q1 2024 in Review

Great Diamond Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,372 shares — an estimated $224K sold.

Great Diamond Partners first reported a position in BMY in Q4 2019 and held it in 13 quarters. The position peaked at $329K in Q4 2022. 2,338 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

Great Diamond Partners reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
Great Diamond Partners sold 4,372 Bristol-Myers Squibb shares in Q1 2024, an estimated $224K.
Great Diamond Partners first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 13 quarters.
Great Diamond Partners's Bristol-Myers Squibb position peaked at $329K in Q4 2022.
2,338 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.