Kula Investments’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
2023
Q1
$1.01M Sell
14,547
-10,155
-41% -$716K 0.25% 123
2022
Q4
$1.78M Buy
+24,702
New +$1.86M 0.52% 10

Other funds holding BMY

Kula Investments's BMY Position: Q1 2023 in Review

Kula Investments reduced its Bristol-Myers Squibb (BMY) stake by 41% in Q1 2023, selling an estimated $716K and leaving 14,547 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #123.

Kula Investments first reported a position in BMY in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Kula Investments held 14,547 shares of Bristol-Myers Squibb worth $1.01M as of Q1 2023.
  • Kula Investments sold 10,155 Bristol-Myers Squibb shares in Q1 2023, an estimated $716K.
  • Bristol-Myers Squibb made up 0.25% of Kula Investments's portfolio in Q1 2023, its #123 holding.
  • Kula Investments first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Bristol-Myers Squibb position peaked at $1.78M in Q4 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.