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KHP Capital’s Bristol-Myers Squibb BMY Stock Holding History

KHP Capital’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
2018
Q3 		$37K Hold
600
– – 0.02% 124
2018
Q2 		$33K Hold
600
– – 0.02% 124
2018
Q1 		$38K Buy
+600
New +$38.6K 0.03% 119

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KHP Capital's BMY Position: Q3 2018 in Review

KHP Capital held its Bristol-Myers Squibb (BMY) position steady in Q3 2018 at 600 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #124.

KHP Capital first reported a position in BMY in Q1 2018 and has held it in 3 quarters since. The position peaked at $38K in Q1 2018. 1,729 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

  • KHP Capital held 600 shares of Bristol-Myers Squibb worth $37K as of Q3 2018.
  • KHP Capital left its Bristol-Myers Squibb share count unchanged in Q3 2018.
  • Bristol-Myers Squibb made up 0.02% of KHP Capital's portfolio in Q3 2018, its #124 holding.
  • KHP Capital first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's Bristol-Myers Squibb position peaked at $38K in Q1 2018.
  • 1,729 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.