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Leonard Rickey Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Leonard Rickey Investment Advisors’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
Q3 		– Sell
-4,323
Closed -$254K – 66
2020
Q2 		$254K Sell
4,323
-1,088
-20% -$65.1K 0.17% 54
2020
Q1 		$302K Sell
5,411
-453
-8% -$27.7K 0.23% 40
2019
Q4 		$376K Buy
5,864
+1,404
+31% +$80.4K 0.23% 42
2019
Q3 		$226K Buy
4,460
+14
+0.3% +$658 0.15% 68
2019
Q2 		$202K Buy
+4,446
New +$207K 0.14% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Leonard Rickey Investment Advisors's BMY Position: Q3 2020 in Review

Leonard Rickey Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2020, closing a stake of 4,323 shares — an estimated $254K sold.

Leonard Rickey Investment Advisors first reported a position in BMY in Q2 2019 and held it in 5 quarters. The position peaked at $376K in Q4 2019. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

  • Leonard Rickey Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 4,323 Bristol-Myers Squibb shares in Q3 2020, an estimated $254K.
  • Leonard Rickey Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 5 quarters.
  • Leonard Rickey Investment Advisors's Bristol-Myers Squibb position peaked at $376K in Q4 2019.
  • 2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.