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

Karp 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
2021 Q1	–	Sell	-51,455	Closed	-$3.19M	–	134
2020 Q4	$3.19M	Buy	51,455 +2,462	+5%	+$151K	0.66%	57
2020 Q3	$2.95M	Buy	48,993 +5,571	+13%	+$335K	0.72%	52
2020 Q2	$2.55M	Buy	43,422 +1,927	+5%	+$115K	0.71%	53
2020 Q1	$2.31M	Buy	41,495 +2,285	+6%	+$140K	0.76%	48
2019 Q4	$2.52M	Buy	+39,210	New	+$2.25M	0.66%	58
2015 Q4	–	Sell	-4,939	Closed	-$292K	–	120
2015 Q3	$292K	Buy	4,939 +4,839	+4,839%	+$307K	0.2%	76
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	312
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	299
2014 Q4	$6K	Buy	+100	New	+$5.64K	﹤0.01%	296

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Karp Capital Management's BMY Position: Q1 2021 in Review

Karp Capital Management sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 51,455 shares — an estimated $3.19M sold.

Karp Capital Management first reported a position in BMY in Q4 2014 and held it in 9 quarters. The position peaked at $3.19M in Q4 2020. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Karp Capital Management reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Karp Capital Management sold 51,455 Bristol-Myers Squibb shares in Q1 2021, an estimated $3.19M.
Karp Capital Management first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 9 quarters.
Karp Capital Management's Bristol-Myers Squibb position peaked at $3.19M in Q4 2020.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Karp Capital Management's 13F filing for Q1 2021, filed 14 May 2021.