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Lee Capital Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Lee Capital Holdings’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
2020
Q4 		– Sell
-10,000
Closed -$603K – 83
2020
Q3 		$603K Hold
10,000
– – 0.35% 52
2020
Q2 		$588K Hold
10,000
– – 0.54% 40
2020
Q1 		$557K Buy
+10,000
New +$611K 0.46% 47

Other funds holding BMY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Capital Holdings's BMY Position: Q4 2020 in Review

Lee Capital Holdings sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 10,000 shares — an estimated $603K sold.

Lee Capital Holdings first reported a position in BMY in Q1 2020 and held it in 3 quarters. The position peaked at $603K in Q3 2020. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Lee Capital Holdings reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Lee Capital Holdings sold 10,000 Bristol-Myers Squibb shares in Q4 2020, an estimated $603K.
  • Lee Capital Holdings first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 3 quarters.
  • Lee Capital Holdings's Bristol-Myers Squibb position peaked at $603K in Q3 2020.
  • 2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Lee Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.