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JBF Capital’s Bristol-Myers Squibb BMY Stock Holding History

JBF Capital’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
Q4 		– Sell
-47,919
Closed -$108K – 68
2020
Q3 		$108K Buy
47,919
+8,710
+22% +$524K 0.02% 74
2020
Q2 		$140K Hold
39,209
– – 0.02% 60
2020
Q1 		$149K Buy
+39,209
New +$2.4M 0.03% 50
2018
Q4 		– Sell
-15,600
Closed -$968K – 91
2018
Q3 		$968K Hold
15,600
– – 0.14% 28
2018
Q2 		$863K Buy
15,600
+5,000
+47% +$270K 0.13% 45
2018
Q1 		$670K Buy
+10,600
New +$682K 0.11% 48

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JBF Capital's BMY Position: Q4 2020 in Review

JBF Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 47,919 shares — an estimated $108K sold.

JBF Capital first reported a position in BMY in Q1 2018 and held it in 6 quarters. The position peaked at $968K in Q3 2018. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • JBF Capital reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • JBF Capital sold 47,919 Bristol-Myers Squibb shares in Q4 2020, an estimated $108K.
  • JBF Capital first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 6 quarters.
  • JBF Capital's Bristol-Myers Squibb position peaked at $968K in Q3 2018.
  • 2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on JBF Capital's 13F filing for Q4 2020, filed 11 Feb 2021.