Lenox Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Lenox Wealth 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
2020 Q2	$49K	Sell	833 -452	-35%	-$27K	0.02%	255
2020 Q1	$71K	Buy	1,285 +936	+268%	+$57.2K	0.02%	213
2019 Q4	$22K	Buy	349 +49	+16%	+$2.81K	0.01%	352
2019 Q3	$15K	Sell	300 -75	-20%	-$3.52K	﹤0.01%	393
2019 Q2	$17K	Buy	375 +275	+275%	+$12.8K	0.01%	364
2019 Q1	$5K	Buy	+100	New	+$4.98K	﹤0.01%	512
2018 Q2	–	Sell	-728	Closed	-$46K	–	577
2018 Q1	$46K	Sell	728 -800	-52%	-$51.5K	0.01%	218
2017 Q4	$94K	Buy	1,528 +728	+91%	+$45.5K	0.03%	166
2017 Q3	$50K	Hold	800	–	–	0.02%	222
2017 Q2	$45K	Buy	+800	New	+$43.5K	0.02%	211

Other funds holding BMY

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Management's BMY Position: Q2 2020 in Review

Lenox Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 35% in Q2 2020, selling an estimated $27K and leaving 833 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #255.

Lenox Wealth Management first reported a position in BMY in Q2 2017 and has held it in 10 quarters since. The position peaked at $94K in Q4 2017. 2,189 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

Lenox Wealth Management held 833 shares of Bristol-Myers Squibb worth $49K as of Q2 2020.
Lenox Wealth Management sold 452 Bristol-Myers Squibb shares in Q2 2020, an estimated $27K.
Bristol-Myers Squibb made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #255 holding.
Lenox Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 10 quarters since.
Lenox Wealth Management's Bristol-Myers Squibb position peaked at $94K in Q4 2017.
2,189 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.