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Julex Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Julex Capital Management’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
2019
Q3 		$4K Sell
77
-329
-81% -$15.5K 0.01% 69
2019
Q2 		$18K Buy
+406
New +$18.9K 0.02% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julex Capital Management's BMY Position: Q3 2019 in Review

Julex Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 81% in Q3 2019, selling an estimated $15.5K and leaving 77 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #69.

Julex Capital Management first reported a position in BMY in Q2 2019 and has held it in 2 quarters since. The position peaked at $18K in Q2 2019. 1,814 funds tracked by Wall St. Rank hold BMY as of Q3 2019.

  • Julex Capital Management held 77 shares of Bristol-Myers Squibb worth $4K as of Q3 2019.
  • Julex Capital Management sold 329 Bristol-Myers Squibb shares in Q3 2019, an estimated $15.5K.
  • Bristol-Myers Squibb made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #69 holding.
  • Julex Capital Management first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 2 quarters since.
  • Julex Capital Management's Bristol-Myers Squibb position peaked at $18K in Q2 2019.
  • 1,814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.