Harvest Management’s Bristol-Myers Squibb BMY Stock Holding History

Harvest 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
2021 Q1	–	Sell	-5,000	Closed	-$310K	–	71
2020 Q4	$310K	Buy	+5,000	New	+$307K	0.25%	33
2018 Q2	–	Sell	-10,600	Closed	-$670K	–	94
2018 Q1	$670K	Buy	10,600 +600	+6%	+$38.6K	0.33%	48
2017 Q4	$613K	Hold	10,000	–	–	0.41%	39
2017 Q3	$637K	Sell	10,000 -2,500	-20%	-$146K	0.4%	36
2017 Q2	$697K	Hold	12,500	–	–	0.47%	36
2017 Q1	$680K	Buy	+12,500	New	+$686K	0.53%	34

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Harvest Management's BMY Position: Q1 2021 in Review

Harvest Management sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 5,000 shares — an estimated $310K sold.

Harvest Management first reported a position in BMY in Q1 2017 and held it in 6 quarters. The position peaked at $697K in Q2 2017. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Harvest Management reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Harvest Management sold 5,000 Bristol-Myers Squibb shares in Q1 2021, an estimated $310K.
Harvest Management first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 6 quarters.
Harvest Management's Bristol-Myers Squibb position peaked at $697K in Q2 2017.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Harvest Management's 13F filing for Q1 2021, filed 4 May 2021.