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

HC 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
2024 Q2	–	Sell	-8,898	Closed	-$483K	–	54
2024 Q1	$483K	Buy	8,898 +450	+5%	+$22.9K	0.23%	57
2023 Q4	$433K	Buy	8,448 +155	+2%	+$8.14K	0.24%	56
2023 Q3	$481K	Buy	8,293 +265	+3%	+$16.2K	0.29%	53
2023 Q2	$513K	Buy	8,028 +85	+1%	+$5.7K	0.3%	52
2023 Q1	$551K	Buy	7,943 +122	+2%	+$8.61K	0.34%	49
2022 Q4	$563K	Buy	7,821 +3,000	+62%	+$226K	0.38%	45
2022 Q3	$343K	Sell	4,821 -55	-1%	-$3.99K	0.24%	56
2022 Q2	$375K	Sell	4,876 -195	-4%	-$14.9K	0.27%	52
2022 Q1	$370K	Buy	+5,071	New	+$340K	0.23%	56

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HC Advisors's BMY Position: Q2 2024 in Review

HC Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 8,898 shares — an estimated $483K sold.

HC Advisors first reported a position in BMY in Q1 2022 and held it in 9 quarters. The position peaked at $563K in Q4 2022. 2,152 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

HC Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 8,898 Bristol-Myers Squibb shares in Q2 2024, an estimated $483K.
HC Advisors first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 9 quarters.
HC Advisors's Bristol-Myers Squibb position peaked at $563K in Q4 2022.
2,152 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.