Mariner Independent Advisor Network’s Bristol-Myers Squibb BMY Stock Holding History

Mariner Independent Advisor Network’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	$3.91M	Sell	55,042 -4,012	-7%	-$291K	0.17%	143
2022 Q2	$4.52M	Buy	59,054 +24,320	+70%	+$1.85M	0.19%	128
2022 Q1	$2.55M	Buy	34,734 +2,978	+9%	+$200K	0.1%	209
2021 Q4	$1.97M	Sell	31,756 -5,081	-14%	-$298K	0.09%	223
2021 Q3	$2.21M	Sell	36,837 -2,001	-5%	-$132K	0.11%	212
2021 Q2	$2.58M	Buy	38,838 +7,720	+25%	+$503K	0.12%	199
2021 Q1	$1.97M	Sell	31,118 -372	-1%	-$23.1K	0.1%	207
2020 Q4	$1.95M	Buy	31,490 +4,348	+16%	+$267K	0.1%	204
2020 Q3	$1.63M	Buy	27,142 +3,363	+14%	+$202K	0.13%	170
2020 Q2	$1.42M	Sell	23,779 -5,833	-20%	-$349K	0.13%	174
2020 Q1	$1.63M	Buy	29,612 +1,666	+6%	+$102K	0.15%	158
2019 Q4	$1.79M	Buy	27,946 +2,308	+9%	+$132K	0.13%	181
2019 Q3	$1.3M	Buy	25,638 +2,098	+9%	+$98.6K	0.1%	219
2019 Q2	$1.08M	Sell	23,540 -919	-4%	-$42.8K	0.08%	227
2019 Q1	$1.15M	Buy	24,459 +2,495	+11%	+$124K	0.1%	215
2018 Q4	$1.05M	Buy	21,964 +521	+2%	+$28K	0.09%	222
2018 Q3	$1.32M	Buy	+21,443	New	+$1.27M	0.17%	127
2018 Q2	–	Sell	-53,334	Closed	-$3.37M	–	162
2018 Q1	$3.37M	Buy	53,334 +32,367	+154%	+$2.08M	0.21%	101
2017 Q4	$1.28M	Sell	20,967 -18,196	-46%	-$1.14M	0.13%	156
2017 Q3	$2.5M	Buy	+39,163	New	+$2.29M	0.41%	62
2016 Q4	–	Sell	-38,899	Closed	-$2.1M	–	163
2016 Q3	$2.1M	Buy	+38,899	New	+$2.5M	0.3%	80
2015 Q1	–	Sell	-5,073	Closed	-$299K	–	90
2014 Q4	$299K	Buy	+5,073	New	+$286K	0.14%	118

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's BMY Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Bristol-Myers Squibb (BMY) stake by 6.8% in Q3 2022, selling an estimated $291K and leaving 55,042 shares worth $3.91M. The position accounts for 0.17% of the portfolio, ranked #143.

Mariner Independent Advisor Network first reported a position in BMY in Q4 2014 and has held it in 22 quarters since. The position peaked at $4.52M in Q2 2022. 2,470 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Mariner Independent Advisor Network held 55,042 shares of Bristol-Myers Squibb worth $3.91M as of Q3 2022.
Mariner Independent Advisor Network sold 4,012 Bristol-Myers Squibb shares in Q3 2022, an estimated $291K.
Bristol-Myers Squibb made up 0.17% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #143 holding.
Mariner Independent Advisor Network first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 22 quarters since.
Mariner Independent Advisor Network's Bristol-Myers Squibb position peaked at $4.52M in Q2 2022.
2,470 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.