Lawson Kroeker Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Lawson Kroeker Investment 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
2017 Q4	–	Sell	-3,600	Closed	-$229K	–	70
2017 Q3	$229K	Hold	3,600	–	–	0.07%	70
2017 Q2	$201K	Buy	+3,600	New	+$196K	0.07%	71
2017 Q1	–	Sell	-3,600	Closed	-$210K	–	73
2016 Q4	$210K	Buy	+3,600	New	+$197K	0.07%	71
2016 Q3	–	Sell	-3,600	Closed	-$265K	–	71
2016 Q2	$265K	Sell	3,600 -100	-3%	-$7.07K	0.09%	66
2016 Q1	$236K	Hold	3,700	–	–	0.08%	73
2015 Q4	$255K	Hold	3,700	–	–	0.09%	72
2015 Q3	$219K	Sell	3,700 -300	-8%	-$19K	0.07%	74
2015 Q2	$266K	Sell	4,000 -400	-9%	-$26.4K	0.08%	76
2015 Q1	$284K	Hold	4,400	–	–	0.08%	79
2014 Q4	$260K	Sell	4,400 -267	-6%	-$15.1K	0.08%	68
2014 Q3	$239K	Hold	4,667	–	–	0.07%	70
2014 Q2	$226K	Hold	4,667	–	–	0.07%	70
2014 Q1	$242K	Hold	4,667	–	–	0.08%	69
2013 Q4	$248K	Hold	4,667	–	–	0.08%	69
2013 Q3	$216K	Hold	4,667	–	–	0.07%	74
2013 Q2	$209K	Buy	+4,667	New	+$203K	0.07%	81

Other funds holding BMY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lawson Kroeker Investment Management's BMY Position: Q4 2017 in Review

Lawson Kroeker Investment Management sold out of Bristol-Myers Squibb (BMY) in Q4 2017, closing a stake of 3,600 shares — an estimated $229K sold.

Lawson Kroeker Investment Management first reported a position in BMY in Q2 2013 and held it in 16 quarters. The position peaked at $284K in Q1 2015. 1,736 funds tracked by Wall St. Rank hold BMY as of Q4 2017.

Lawson Kroeker Investment Management reported no remaining Bristol-Myers Squibb position as of Q4 2017 after selling out during the quarter.
Lawson Kroeker Investment Management sold 3,600 Bristol-Myers Squibb shares in Q4 2017, an estimated $229K.
Lawson Kroeker Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 16 quarters.
Lawson Kroeker Investment Management's Bristol-Myers Squibb position peaked at $284K in Q1 2015.
1,736 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2017.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2017, filed 17 Jan 2018.