LifePlan Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

LifePlan Financial Group’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	$216K	Hold	3,584	–	–	0.09%	124
2020 Q2	$211K	Hold	3,584	–	–	0.1%	118
2020 Q1	$200K	Sell	3,584 -6	-0.2%	-$367	0.11%	114
2019 Q4	$230K	Buy	3,590 +48	+1%	+$2.75K	0.1%	123
2019 Q3	$180K	Hold	3,542	–	–	0.08%	135
2019 Q2	$161K	Hold	3,542	–	–	0.08%	140
2019 Q1	$169K	Hold	3,542	–	–	0.09%	140
2018 Q4	$184K	Hold	3,542	–	–	0.11%	126
2018 Q3	$220K	Hold	3,542	–	–	0.12%	117
2018 Q2	$196K	Hold	3,542	–	–	0.11%	119
2018 Q1	$224K	Hold	3,542	–	–	0.13%	106
2017 Q4	$226K	Hold	3,542	–	–	0.14%	103
2017 Q3	$226K	Buy	+3,542	New	+$207K	0.14%	103
2014 Q2	–	Sell	-1,540	Closed	-$80K	–	81
2014 Q1	$80K	Hold	1,540	–	–	0.06%	93
2013 Q4	$82K	Hold	1,540	–	–	0.06%	88
2013 Q3	$71K	Buy	+1,540	New	+$67.6K	0.06%	89

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

LifePlan Financial Group's BMY Position: Q3 2020 in Review

LifePlan Financial Group held its Bristol-Myers Squibb (BMY) position steady in Q3 2020 at 3,584 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #124.

LifePlan Financial Group first reported a position in BMY in Q3 2013 and has held it in 16 quarters since. The position peaked at $230K in Q4 2019. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

LifePlan Financial Group held 3,584 shares of Bristol-Myers Squibb worth $216K as of Q3 2020.
LifePlan Financial Group left its Bristol-Myers Squibb share count unchanged in Q3 2020.
Bristol-Myers Squibb made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #124 holding.
LifePlan Financial Group first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 16 quarters since.
LifePlan Financial Group's Bristol-Myers Squibb position peaked at $230K in Q4 2019.
2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.