JOYN Advisors’s Bristol-Myers Squibb BMY Stock Holding History

JOYN 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	$321K	Buy	5,750 +885	+18%	+$54.1K	0.11%	66
2019 Q4	$312K	Buy	+4,865	New	+$279K	0.07%	73
2019 Q1	–	Sell	-3,901	Closed	-$203K	–	280
2018 Q4	$203K	Sell	3,901 -424	-10%	-$22.8K	0.05%	110
2018 Q3	$268K	Buy	4,325 +139	+3%	+$8.25K	0.05%	116
2018 Q2	$232K	Buy	4,186 +3,829	+1,073%	+$207K	0.05%	128
2018 Q1	$23K	Buy	+357	New	+$23K	﹤0.01%	634

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

JOYN Advisors's BMY Position: Q1 2020 in Review

JOYN Advisors increased its Bristol-Myers Squibb (BMY) stake by 18% in Q1 2020, buying an estimated $54.1K and bringing the position to 5,750 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #66.

JOYN Advisors first reported a position in BMY in Q1 2018 and has held it in 6 quarters since. 2,148 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

JOYN Advisors held 5,750 shares of Bristol-Myers Squibb worth $321K as of Q1 2020.
JOYN Advisors bought 885 Bristol-Myers Squibb shares in Q1 2020, an estimated $54.1K.
Bristol-Myers Squibb made up 0.11% of JOYN Advisors's portfolio in Q1 2020, its #66 holding.
JOYN Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 6 quarters since.
2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.