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Marsico Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Marsico Capital 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
2013
Q3 		– Sell
-7,410,629
Closed -$331M – 103
2013
Q2 		$331M Buy
+7,410,629
New +$322M 2.08% 21

Other funds holding BMY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Marsico Capital Management's BMY Position: Q3 2013 in Review

Marsico Capital Management sold out of Bristol-Myers Squibb (BMY) in Q3 2013, closing a stake of 7,410,629 shares — an estimated $331M sold.

Marsico Capital Management first reported a position in BMY in Q2 2013 and held it in 1 quarter. The position peaked at $331M in Q2 2013. 1,188 funds tracked by Wall St. Rank hold BMY as of Q3 2013.

  • Marsico Capital Management reported no remaining Bristol-Myers Squibb position as of Q3 2013 after selling out during the quarter.
  • Marsico Capital Management sold 7,410,629 Bristol-Myers Squibb shares in Q3 2013, an estimated $331M.
  • Marsico Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 1 quarter.
  • Marsico Capital Management's Bristol-Myers Squibb position peaked at $331M in Q2 2013.
  • 1,188 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2013.

Based on Marsico Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.