Guardian Capital (Canada)’s Bristol-Myers Squibb BMY Stock Holding History

Guardian Capital (Canada)’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 Q2	–	Sell	-5,520	Closed	-$263K	–	182
2019 Q1	$263K	Hold	5,520	–	–	﹤0.01%	173
2018 Q4	$287K	Buy	+5,520	New	+$297K	0.01%	173
2017 Q3	–	Sell	-4,949	Closed	-$276K	–	203
2017 Q2	$276K	Buy	+4,949	New	+$269K	﹤0.01%	186

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Capital (Canada)'s BMY Position: Q2 2019 in Review

Guardian Capital (Canada) sold out of Bristol-Myers Squibb (BMY) in Q2 2019, closing a stake of 5,520 shares — an estimated $263K sold.

Guardian Capital (Canada) first reported a position in BMY in Q2 2017 and held it in 3 quarters. The position peaked at $287K in Q4 2018. 1,777 funds tracked by Wall St. Rank hold BMY as of Q2 2019.

Guardian Capital (Canada) reported no remaining Bristol-Myers Squibb position as of Q2 2019 after selling out during the quarter.
Guardian Capital (Canada) sold 5,520 Bristol-Myers Squibb shares in Q2 2019, an estimated $263K.
Guardian Capital (Canada) first reported a position in Bristol-Myers Squibb in Q2 2017 and held it in 3 quarters.
Guardian Capital (Canada)'s Bristol-Myers Squibb position peaked at $287K in Q4 2018.
1,777 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2019.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2019, filed 14 Aug 2019.