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

Huber 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
2020 Q1	$649K	Hold	11,644	–	–	0.24%	52
2019 Q4	$747K	Buy	11,644 +3,000	+35%	+$172K	0.26%	52
2019 Q3	$438K	Hold	8,644	–	–	0.17%	69
2019 Q2	$392K	Sell	8,644 -411	-5%	-$19.1K	0.17%	72
2019 Q1	$432K	Buy	9,055 +2,406	+36%	+$120K	0.21%	67
2018 Q4	$346K	Hold	6,649	–	–	0.19%	66
2018 Q3	$413K	Hold	6,649	–	–	0.32%	55
2018 Q2	$367K	Hold	6,649	–	–	0.33%	58
2018 Q1	$421K	Buy	+6,649	New	+$428K	0.41%	43

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Huber Financial Advisors's BMY Position: Q1 2020 in Review

Huber Financial Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2020 at 11,644 shares worth $649K. The position accounts for 0.24% of the portfolio, ranked #52.

Huber Financial Advisors first reported a position in BMY in Q1 2018 and has held it in 9 quarters since. The position peaked at $747K in Q4 2019. 2,149 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

Huber Financial Advisors held 11,644 shares of Bristol-Myers Squibb worth $649K as of Q1 2020.
Huber Financial Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2020.
Bristol-Myers Squibb made up 0.24% of Huber Financial Advisors's portfolio in Q1 2020, its #52 holding.
Huber Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's Bristol-Myers Squibb position peaked at $747K in Q4 2019.
2,149 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.