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Lloyd Park’s Bristol-Myers Squibb BMY Stock Holding History

Lloyd Park’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
2022
Q3 		$1.56M Buy
21,900
+4,500
+26% +$326K 1.92% 10
2022
Q2 		$1.34M Buy
+17,400
New +$1.33M 1.4% 21

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Park's BMY Position: Q3 2022 in Review

Lloyd Park increased its Bristol-Myers Squibb (BMY) stake by 26% in Q3 2022, buying an estimated $326K and bringing the position to 21,900 shares worth $1.56M. The position accounts for 1.92% of the portfolio, ranked #10.

Lloyd Park first reported a position in BMY in Q2 2022 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

  • Lloyd Park held 21,900 shares of Bristol-Myers Squibb worth $1.56M as of Q3 2022.
  • Lloyd Park bought 4,500 Bristol-Myers Squibb shares in Q3 2022, an estimated $326K.
  • Bristol-Myers Squibb made up 1.92% of Lloyd Park's portfolio in Q3 2022, its #10 holding.
  • Lloyd Park first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 2 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.