Hartford Funds Management’s Bristol-Myers Squibb BMY Stock Holding History

Hartford Funds Management’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
2023 Q3	–	Sell	-4,705	Closed	-$301K	–	85
2023 Q2	$301K	Buy	4,705 +298	+7%	+$20K	0.03%	74
2023 Q1	$305K	Buy	4,407 +911	+26%	+$64.3K	0.03%	56
2022 Q4	$252K	Buy	+3,496	New	+$264K	0.03%	55

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hartford Funds Management's BMY Position: Q3 2023 in Review

Hartford Funds Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 4,705 shares — an estimated $301K sold.

Hartford Funds Management first reported a position in BMY in Q4 2022 and held it in 3 quarters. The position peaked at $305K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Hartford Funds Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Hartford Funds Management sold 4,705 Bristol-Myers Squibb shares in Q3 2023, an estimated $301K.
Hartford Funds Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 3 quarters.
Hartford Funds Management's Bristol-Myers Squibb position peaked at $305K in Q1 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Hartford Funds Management's 13F filing for Q3 2023, filed 3 Nov 2023.