Kovitz Investment Group Partners’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,140
Closed -$36K 409
2019
Q4
$36K Buy
+12,140
New +$31.6K ﹤0.01% 365

Other funds holding BMY.RT

Kovitz Investment Group Partners's BMY.RT Position: Q1 2020 in Review

Kovitz Investment Group Partners sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q1 2020, closing a stake of 12,140 shares — an estimated $36K sold.

Kovitz Investment Group Partners first reported a position in BMY.RT in Q4 2019 and held it in 1 quarter. The position peaked at $36K in Q4 2019. 581 funds tracked by Wall St. Rank hold BMY.RT as of Q1 2020.

  • Kovitz Investment Group Partners reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q1 2020 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,140 Bristol-Myers Squibb Company Contingent Value Rights shares in Q1 2020, an estimated $36K.
  • Kovitz Investment Group Partners first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q4 2019 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $36K in Q4 2019.
  • 581 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q1 2020.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2020, filed 15 May 2020.