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GYL Financial Synergies’s Bristol-Myers Squibb BMY Stock Holding History

GYL Financial Synergies’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
Q3 		$741K Sell
14,322
-4,779
-25% -$224K 0.06% 207
2024
Q2 		$793K Sell
19,101
-3,636
-16% -$163K 0.06% 197
2024
Q1 		$1.23M Sell
22,737
-3,828
-14% -$195K 0.1% 167
2023
Q4 		$1.36M Sell
26,565
-1,984
-7% -$104K 0.11% 157
2023
Q3 		$1.66M Sell
28,549
-24,127
-46% -$1.48M 0.16% 125
2023
Q2 		$3.37M Buy
52,676
+41,178
+358% +$2.76M 0.31% 80
2023
Q1 		$797K Buy
11,498
+2,708
+31% +$191K 0.1% 142
2022
Q4 		$632K Buy
8,790
+1,222
+16% +$92.1K 0.14% 106
2022
Q3 		$538K Buy
7,568
+3
+0% +$218 0.15% 96
2022
Q2 		$582K Buy
7,565
+1,820
+32% +$139K 0.16% 88
2022
Q1 		$420K Sell
5,745
-250
-4% -$16.8K 0.1% 123
2021
Q4 		$374K Buy
5,995
+1,123
+23% +$65.9K 0.1% 147
2021
Q3 		$288K Buy
4,872
+1,858
+62% +$122K 0.15% 148
2021
Q2 		$201K Sell
3,014
-469
-13% -$30.6K 0.1% 181
2021
Q1 		$220K Buy
3,483
+3
+0.1% +$187 0.12% 164
2020
Q4 		$216K Sell
3,480
-702
-17% -$43.2K 0.12% 160
2020
Q3 		$252K Buy
+4,182
New +$252K 0.17% 135
2020
Q1 		– Sell
-3,607
Closed -$232K – 146
2019
Q4 		$232K Buy
+3,607
New +$207K 0.1% 163

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GYL Financial Synergies's BMY Position: Q3 2024 in Review

GYL Financial Synergies reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q3 2024, selling an estimated $224K and leaving 14,322 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #207.

GYL Financial Synergies first reported a position in BMY in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.37M in Q2 2023. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • GYL Financial Synergies held 14,322 shares of Bristol-Myers Squibb worth $741K as of Q3 2024.
  • GYL Financial Synergies sold 4,779 Bristol-Myers Squibb shares in Q3 2024, an estimated $224K.
  • Bristol-Myers Squibb made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #207 holding.
  • GYL Financial Synergies first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 18 quarters since.
  • GYL Financial Synergies's Bristol-Myers Squibb position peaked at $3.37M in Q2 2023.
  • 2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.