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

Lee Capital 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
2018 Q1	–	Sell	-5,000	Closed	-$306K	–	78
2017 Q4	$306K	Hold	5,000	–	–	0.26%	71
2017 Q3	$319K	Hold	5,000	–	–	0.26%	78
2017 Q2	$279K	Sell	5,000 -2,000	-29%	-$109K	0.25%	81
2017 Q1	$381K	Hold	7,000	–	–	0.34%	78
2016 Q4	$409K	Buy	+7,000	New	+$383K	0.38%	77

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Capital Management's BMY Position: Q1 2018 in Review

Lee Capital Management sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 5,000 shares — an estimated $306K sold.

Lee Capital Management first reported a position in BMY in Q4 2016 and held it in 5 quarters. The position peaked at $409K in Q4 2016. 1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Lee Capital Management reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
Lee Capital Management sold 5,000 Bristol-Myers Squibb shares in Q1 2018, an estimated $306K.
Lee Capital Management first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 5 quarters.
Lee Capital Management's Bristol-Myers Squibb position peaked at $409K in Q4 2016.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.