LJ Trust’s Bristol-Myers Squibb BMY Stock Holding History

LJ Trust’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
2017 Q2	–	Sell	-143,980	Closed	-$7.83M	–	4
2017 Q1	$7.83M	Hold	143,980	–	–	1.05%	13
2016 Q4	$8.41M	Buy	+143,980	New	+$7.87M	1.19%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

LJ Trust's BMY Position: Q2 2017 in Review

LJ Trust sold out of Bristol-Myers Squibb (BMY) in Q2 2017, closing a stake of 143,980 shares — an estimated $7.83M sold.

LJ Trust first reported a position in BMY in Q4 2016 and held it in 2 quarters. The position peaked at $8.41M in Q4 2016. 1,595 funds tracked by Wall St. Rank hold BMY as of Q2 2017.

LJ Trust reported no remaining Bristol-Myers Squibb position as of Q2 2017 after selling out during the quarter.
LJ Trust sold 143,980 Bristol-Myers Squibb shares in Q2 2017, an estimated $7.83M.
LJ Trust first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 2 quarters.
LJ Trust's Bristol-Myers Squibb position peaked at $8.41M in Q4 2016.
1,595 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2017.

Based on LJ Trust's 13F filing for Q2 2017.