Harbor Group’s Bristol-Myers Squibb BMY Stock Holding History

Harbor Group’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
2021 Q2	–	Sell	-3,646	Closed	-$242K	–	47
2021 Q1	$242K	Sell	3,646 -346	-9%	-$21.5K	0.17%	43
2020 Q4	$258K	Buy	+3,992	New	+$245K	0.19%	38

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harbor Group's BMY Position: Q2 2021 in Review

Harbor Group sold out of Bristol-Myers Squibb (BMY) in Q2 2021, closing a stake of 3,646 shares — an estimated $242K sold.

Harbor Group first reported a position in BMY in Q4 2020 and held it in 2 quarters. The position peaked at $258K in Q4 2020. 2,370 funds tracked by Wall St. Rank hold BMY as of Q2 2021.

Harbor Group reported no remaining Bristol-Myers Squibb position as of Q2 2021 after selling out during the quarter.
Harbor Group sold 3,646 Bristol-Myers Squibb shares in Q2 2021, an estimated $242K.
Harbor Group first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 2 quarters.
Harbor Group's Bristol-Myers Squibb position peaked at $258K in Q4 2020.
2,370 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2021.

Based on Harbor Group's 13F filing for Q2 2021, filed 26 Jul 2021.