Harborview Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Harborview Advisors’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 Q3	$372K	Buy	6,286 +5	+0.1%	+$329	0.21%	77
2021 Q2	$420K	Buy	6,281 +5	+0.1%	+$326	0.24%	70
2021 Q1	$396K	Buy	6,276 +3	+0%	+$187	0.24%	69
2020 Q4	$389K	Buy	6,273 +3	+0%	+$184	0.26%	67
2020 Q3	$378K	Buy	6,270 +59	+0.9%	+$3.55K	0.29%	63
2020 Q2	$365K	Buy	6,211 +3	+0%	+$179	0.3%	59
2020 Q1	$346K	Buy	6,208 +3	+0%	+$183	0.34%	55
2019 Q4	$398K	Buy	6,205 +400	+7%	+$22.9K	0.31%	49
2019 Q3	$294K	Sell	5,805 -300	-5%	-$14.1K	0.24%	62
2019 Q2	$277K	Buy	+6,105	New	+$284K	0.22%	65

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Harborview Advisors's BMY Position: Q3 2021 in Review

Harborview Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.08% in Q3 2021, buying an estimated $329 and bringing the position to 6,286 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #77.

Harborview Advisors first reported a position in BMY in Q2 2019 and has held it in 10 quarters since. The position peaked at $420K in Q2 2021. 2,293 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

Harborview Advisors held 6,286 shares of Bristol-Myers Squibb worth $372K as of Q3 2021.
Harborview Advisors bought 5 Bristol-Myers Squibb shares in Q3 2021, an estimated $329.
Bristol-Myers Squibb made up 0.21% of Harborview Advisors's portfolio in Q3 2021, its #77 holding.
Harborview Advisors first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 10 quarters since.
Harborview Advisors's Bristol-Myers Squibb position peaked at $420K in Q2 2021.
2,293 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.