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Israel Discount Bank of New York’s Bristol-Myers Squibb BMY Stock Holding History

Israel Discount Bank of New York’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
-5,784
Closed -$297K – 79
2023
Q4 		$297K Sell
5,784
-336
-5% -$17.6K 0.23% 78
2023
Q3 		$355K Sell
6,120
-17
-0.3% -$1.04K 0.3% 69
2023
Q2 		$392K Sell
6,137
-1,140
-16% -$76.4K 0.31% 70
2023
Q1 		$504K Sell
7,277
-350
-5% -$24.7K 0.38% 62
2022
Q4 		$549K Sell
7,627
-338
-4% -$25.5K 0.46% 54
2022
Q3 		$566K Buy
7,965
+150
+2% +$10.9K 0.47% 51
2022
Q2 		$602K Sell
7,815
-191
-2% -$14.5K 0.46% 54
2022
Q1 		$585K Sell
8,006
-100
-1% -$6.71K 0.38% 59
2021
Q4 		$506K Sell
8,106
-370
-4% -$21.7K 0.31% 69
2021
Q3 		$502K Buy
+8,476
New +$558K 0.34% 69
2021
Q1 		$505K Sell
7,992
-1,060
-12% -$66K 0.39% 61
2020
Q4 		$562K Sell
9,052
-2,239
-20% -$138K 0.41% 58
2020
Q3 		$681K Sell
11,291
-767
-6% -$46.2K 0.44% 56
2020
Q2 		$709K Sell
12,058
-2,993
-20% -$179K 0.48% 51
2020
Q1 		$839K Sell
15,051
-2,438
-14% -$149K 0.64% 44
2019
Q4 		$1.12M Buy
17,489
+5,553
+47% +$318K 0.74% 36
2019
Q3 		$605K Buy
11,936
+971
+9% +$45.6K 0.44% 59
2019
Q2 		$497K Buy
10,965
+504
+5% +$23.5K 0.38% 60
2019
Q1 		$499K Buy
10,461
+280
+3% +$13.9K 0.34% 60
2018
Q4 		$529K Sell
10,181
-125
-1% -$6.72K 0.41% 51
2018
Q3 		$639K Buy
10,306
+111
+1% +$6.59K 0.42% 52
2018
Q2 		$564K Buy
10,195
+428
+4% +$23.1K 0.37% 56
2018
Q1 		$618K Sell
9,767
-438
-4% -$28.2K 0.41% 54
2017
Q4 		$626K Buy
10,205
+465
+5% +$29.1K 0.43% 53
2017
Q3 		$621K Sell
9,740
-775
-7% -$45.3K 0.46% 49
2017
Q2 		$586K Buy
10,515
+2,540
+32% +$138K 0.47% 52
2017
Q1 		$434K Buy
7,975
+6,775
+565% +$372K 0.36% 65
2016
Q4 		$70K Buy
+1,200
New +$65.6K 0.06% 195

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Israel Discount Bank of New York's BMY Position: Q1 2024 in Review

Israel Discount Bank of New York sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 5,784 shares — an estimated $297K sold.

Israel Discount Bank of New York first reported a position in BMY in Q4 2016 and held it in 28 quarters. The position peaked at $1.12M in Q4 2019. 2,334 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

  • Israel Discount Bank of New York reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 5,784 Bristol-Myers Squibb shares in Q1 2024, an estimated $297K.
  • Israel Discount Bank of New York first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 28 quarters.
  • Israel Discount Bank of New York's Bristol-Myers Squibb position peaked at $1.12M in Q4 2019.
  • 2,334 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on Israel Discount Bank of New York's 13F filing for Q1 2024, filed 7 May 2024.