MacNealy Hoover Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

MacNealy Hoover Investment 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
2019 Q3	$749K	Buy	14,767 +5	+0%	+$235	0.61%	43
2019 Q2	$669K	Sell	14,762 -157	-1%	-$7.31K	0.51%	50
2019 Q1	$712K	Buy	14,919 +380	+3%	+$18.9K	0.55%	50
2018 Q4	$756K	Buy	14,539 +104	+0.7%	+$5.59K	0.66%	47
2018 Q3	$896K	Buy	14,435 +4	+0%	+$237	0.66%	47
2018 Q2	$799K	Buy	14,431 +404	+3%	+$21.8K	0.62%	48
2018 Q1	$887K	Sell	14,027 -2,167	-13%	-$139K	0.71%	48
2017 Q4	$992K	Sell	16,194 -1,096	-6%	-$68.6K	0.72%	49
2017 Q3	$1.1M	Buy	17,290 +188	+1%	+$11K	0.79%	47
2017 Q2	$953K	Buy	17,102 +4	+0%	+$218	0.72%	46
2017 Q1	$929K	Sell	17,098 -561	-3%	-$30.8K	0.71%	47
2016 Q4	$1.03M	Sell	17,659 -396	-2%	-$21.6K	0.79%	43
2016 Q3	$973K	Buy	18,055 +3	+0%	+$193	0.78%	51
2016 Q2	$1.33M	Sell	18,052 -998	-5%	-$70.5K	1.07%	34
2016 Q1	$1.22M	Buy	19,050 +3	+0%	+$189	0.99%	35
2015 Q4	$1.31M	Buy	19,047 +3,404	+22%	+$225K	1.1%	35
2015 Q3	$926K	Buy	15,643 +2	+0%	+$127	0.83%	49
2015 Q2	$1.04M	Buy	15,641 +3	+0%	+$198	0.85%	47
2015 Q1	$1.01M	Sell	15,638 -247	-2%	-$15.5K	0.87%	49
2014 Q4	$938K	Sell	15,885 -147	-0.9%	-$8.29K	0.8%	51
2014 Q3	$820K	Hold	16,032	–	–	0.72%	54
2014 Q2	$778K	Sell	16,032 -300	-2%	-$14.8K	0.68%	51
2014 Q1	$848K	Sell	16,332 -100	-0.6%	-$5.32K	0.76%	50
2013 Q4	$873K	Buy	+16,432	New	+$837K	0.81%	47

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

MacNealy Hoover Investment Management's BMY Position: Q3 2019 in Review

MacNealy Hoover Investment Management increased its Bristol-Myers Squibb (BMY) stake by 0.03% in Q3 2019, buying an estimated $235 and bringing the position to 14,767 shares worth $749K. The position accounts for 0.61% of the portfolio, ranked #43.

MacNealy Hoover Investment Management first reported a position in BMY in Q4 2013 and has held it in 24 quarters since. The position peaked at $1.33M in Q2 2016. 1,814 funds tracked by Wall St. Rank hold BMY as of Q3 2019.

MacNealy Hoover Investment Management held 14,767 shares of Bristol-Myers Squibb worth $749K as of Q3 2019.
MacNealy Hoover Investment Management bought 5 Bristol-Myers Squibb shares in Q3 2019, an estimated $235.
Bristol-Myers Squibb made up 0.61% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #43 holding.
MacNealy Hoover Investment Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 24 quarters since.
MacNealy Hoover Investment Management's Bristol-Myers Squibb position peaked at $1.33M in Q2 2016.
1,814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.