KB Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

KB Financial Partners’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
2023 Q3	$93K	Sell	1,608 -39	-2%	-$2.39K	0.03%	200
2023 Q2	$105K	Sell	1,647 -3,932	-70%	-$264K	0.03%	204
2023 Q1	$387K	Buy	5,579 +219	+4%	+$15.4K	0.11%	115
2022 Q4	$386K	Buy	5,360 +432	+9%	+$32.6K	0.13%	118
2022 Q3	$350K	Buy	4,928 +1,016	+26%	+$73.7K	0.13%	114
2022 Q2	$301K	Buy	3,912 +3,157	+418%	+$240K	0.1%	124
2022 Q1	$55K	Sell	755 -1	-0.1%	-$67	0.02%	265
2021 Q4	$47K	Buy	+756	New	+$44.3K	0.01%	293
2021 Q3	–	Sell	-144	Closed	-$10K	–	217
2021 Q2	$10K	Hold	144	–	–	﹤0.01%	406
2021 Q1	$9K	Buy	+144	New	+$8.96K	﹤0.01%	454

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

KB Financial Partners's BMY Position: Q3 2023 in Review

KB Financial Partners reduced its Bristol-Myers Squibb (BMY) stake by 2.4% in Q3 2023, selling an estimated $2.39K and leaving 1,608 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #200.

KB Financial Partners first reported a position in BMY in Q1 2021 and has held it in 10 quarters since. The position peaked at $387K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

KB Financial Partners held 1,608 shares of Bristol-Myers Squibb worth $93K as of Q3 2023.
KB Financial Partners sold 39 Bristol-Myers Squibb shares in Q3 2023, an estimated $2.39K.
Bristol-Myers Squibb made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #200 holding.
KB Financial Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Bristol-Myers Squibb position peaked at $387K in Q1 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.