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

Hyperion 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 Q3	$226K	Buy	+4,372	New	+$205K	0.14%	67
2024 Q2	–	Sell	-4,368	Closed	-$237K	–	72
2024 Q1	$237K	Sell	4,368 -124	-3%	-$6.32K	0.17%	57
2023 Q4	$231K	Sell	4,492 -3,964	-47%	-$208K	0.18%	57
2023 Q3	$491K	Sell	8,456 -39	-0.5%	-$2.39K	0.42%	31
2023 Q2	$543K	Buy	8,495 +33	+0.4%	+$2.21K	0.46%	27
2023 Q1	$587K	Buy	8,462 +27	+0.3%	+$1.9K	0.53%	24
2022 Q4	$607K	Buy	+8,435	New	+$636K	0.58%	21

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Hyperion Partners's BMY Position: Q3 2024 in Review

Hyperion Partners opened a new position in Bristol-Myers Squibb (BMY) in Q3 2024: 4,372 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings. This is a return to the name: Hyperion Partners previously reported a position in BMY as recently as Q1 2024.

Hyperion Partners first reported a position in BMY in Q4 2022 and has held it in 7 quarters since. The position peaked at $607K in Q4 2022. 2,263 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Hyperion Partners held 4,372 shares of Bristol-Myers Squibb worth $226K as of Q3 2024.
Bristol-Myers Squibb was a new Hyperion Partners position in Q3 2024.
Bristol-Myers Squibb made up 0.14% of Hyperion Partners's portfolio in Q3 2024, its #67 holding.
Hyperion Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 7 quarters since.
Hyperion Partners's Bristol-Myers Squibb position peaked at $607K in Q4 2022.
2,263 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.