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

HC Financial 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
2022 Q2	$2.11M	Sell	27,448 -1,650	-6%	-$126K	1.41%	27
2022 Q1	$2.13M	Sell	29,098 -110	-0.4%	-$7.39K	1.26%	29
2021 Q4	$1.82M	Buy	29,208 +2,805	+11%	+$165K	1.01%	39
2021 Q3	$1.56M	Buy	26,403 +2,406	+10%	+$158K	0.94%	41
2021 Q2	$1.6M	Buy	23,997 +650	+3%	+$42.4K	0.93%	39
2021 Q1	$1.47M	Buy	23,347 +2,727	+13%	+$170K	0.9%	40
2020 Q4	$1.28M	Buy	20,620 +1,520	+8%	+$93.5K	0.82%	42
2020 Q3	$1.15M	Buy	19,100 +1,290	+7%	+$77.6K	0.83%	44
2020 Q2	$1.05M	Buy	17,810 +4,742	+36%	+$284K	0.82%	44
2020 Q1	$728K	Buy	13,068 +1,635	+14%	+$99.9K	0.65%	49
2019 Q4	$734K	Buy	+11,433	New	+$655K	0.58%	56
2018 Q2	–	Sell	-3,178	Closed	-$201K	–	67
2018 Q1	$201K	Buy	+3,178	New	+$204K	0.2%	69

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

HC Financial Advisors's BMY Position: Q2 2022 in Review

HC Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.7% in Q2 2022, selling an estimated $126K and leaving 27,448 shares worth $2.11M. The position accounts for 1.41% of the portfolio, ranked #27.

HC Financial Advisors first reported a position in BMY in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.13M in Q1 2022. 2,538 funds tracked by Wall St. Rank hold BMY as of Q2 2022.

HC Financial Advisors held 27,448 shares of Bristol-Myers Squibb worth $2.11M as of Q2 2022.
HC Financial Advisors sold 1,650 Bristol-Myers Squibb shares in Q2 2022, an estimated $126K.
Bristol-Myers Squibb made up 1.41% of HC Financial Advisors's portfolio in Q2 2022, its #27 holding.
HC Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 12 quarters since.
HC Financial Advisors's Bristol-Myers Squibb position peaked at $2.13M in Q1 2022.
2,538 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.