HealthInvest Partners’s Bristol-Myers Squibb BMY Stock Holding History

HealthInvest Partners’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 Q1	–	Sell	-88,000	Closed	-$4.52M	–	45
2023 Q4	$4.52M	Buy	+88,000	New	+$4.62M	3.53%	12
2022 Q4	$4.68M	Sell	65,000 -33,000	-34%	-$2.49M	9.03%	8
2022 Q3	$6.97M	Buy	98,000 +54,000	+123%	+$3.92M	14.72%	2
2022 Q2	$3.39M	Sell	44,000 -38,000	-46%	-$2.89M	7.81%	6
2022 Q1	$5.99M	Sell	82,000 -18,000	-18%	-$1.21M	9.53%	3
2021 Q4	$6.24M	Buy	100,000 +72,000	+257%	+$4.22M	8.79%	7
2021 Q3	$1.66M	Sell	28,000 -119,000	-81%	-$7.84M	2.48%	12
2021 Q2	$9.82M	Buy	147,000 +47,000	+47%	+$3.06M	9.31%	6
2021 Q1	$6.31M	Sell	100,000 -46,000	-32%	-$2.86M	5.03%	14
2020 Q4	$9.06M	Buy	+146,000	New	+$8.98M	6%	11
2017 Q4	$2.66M	Buy	+43,400	New	+$2.71M	5.61%	15

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

HealthInvest Partners's BMY Position: Q1 2024 in Review

HealthInvest Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 88,000 shares — an estimated $4.52M sold.

HealthInvest Partners first reported a position in BMY in Q4 2017 and held it in 11 quarters. The position peaked at $9.82M in Q2 2021. 2,332 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

HealthInvest Partners reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
HealthInvest Partners sold 88,000 Bristol-Myers Squibb shares in Q1 2024, an estimated $4.52M.
HealthInvest Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 11 quarters.
HealthInvest Partners's Bristol-Myers Squibb position peaked at $9.82M in Q2 2021.
2,332 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on HealthInvest Partners's 13F filing for Q1 2024, filed 25 Apr 2024.