Lehman Financial Resources’s Bristol-Myers Squibb BMY Stock Holding History

Lehman Financial Resources’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 Q3	$245K	Buy	3,949 +192	+5%	+$11.4K	0.11%	81
2018 Q2	$207K	Buy	+3,757	New	+$203K	0.1%	78
2015 Q4	–	Sell	-2,315	Closed	-$137K	–	94
2015 Q3	$137K	Hold	2,315	–	–	0.07%	70
2015 Q2	$154K	Hold	2,315	–	–	0.07%	69
2015 Q1	$149K	Hold	2,315	–	–	0.07%	75
2014 Q4	$137K	Buy	2,315 +1,500	+184%	+$84.6K	0.07%	79
2014 Q3	$42K	Hold	815	–	–	0.02%	165
2014 Q2	$40K	Hold	815	–	–	0.02%	165
2014 Q1	$42K	Hold	815	–	–	0.02%	152
2013 Q4	$43K	Hold	815	–	–	0.03%	143
2013 Q3	$38K	Hold	815	–	–	0.02%	139
2013 Q2	$36K	Buy	+815	New	+$35.4K	0.02%	121

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Lehman Financial Resources's BMY Position: Q3 2018 in Review

Lehman Financial Resources increased its Bristol-Myers Squibb (BMY) stake by 5.1% in Q3 2018, buying an estimated $11.4K and bringing the position to 3,949 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #81.

Lehman Financial Resources first reported a position in BMY in Q2 2013 and has held it in 12 quarters since. 1,729 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

Lehman Financial Resources held 3,949 shares of Bristol-Myers Squibb worth $245K as of Q3 2018.
Lehman Financial Resources bought 192 Bristol-Myers Squibb shares in Q3 2018, an estimated $11.4K.
Bristol-Myers Squibb made up 0.11% of Lehman Financial Resources's portfolio in Q3 2018, its #81 holding.
Lehman Financial Resources first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 12 quarters since.
1,729 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.