Kaizen Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$230K Buy
4,430
+662
+18% +$35.6K 0.16% 152
2018
Q3
$234K Hold
3,768
0.12% 156
2018
Q2
$209K Buy
3,768
+2,181
+137% +$118K 0.11% 158
2018
Q1
$100K Sell
1,587
-18,225
-92% -$1.17M 0.1% 129
2017
Q4
$1.21M Buy
+19,812
New +$1.24M 0.72% 53

Other funds holding BMY

Kaizen Advisory's BMY Position: Q4 2018 in Review

Kaizen Advisory increased its Bristol-Myers Squibb (BMY) stake by 18% in Q4 2018, buying an estimated $35.6K and bringing the position to 4,430 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #152.

Kaizen Advisory first reported a position in BMY in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2017. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

  • Kaizen Advisory held 4,430 shares of Bristol-Myers Squibb worth $230K as of Q4 2018.
  • Kaizen Advisory bought 662 Bristol-Myers Squibb shares in Q4 2018, an estimated $35.6K.
  • Bristol-Myers Squibb made up 0.16% of Kaizen Advisory's portfolio in Q4 2018, its #152 holding.
  • Kaizen Advisory first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Bristol-Myers Squibb position peaked at $1.21M in Q4 2017.
  • 1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.