MD Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

MD Financial 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
2021 Q4	$62K	Sell	1,000 -95	-9%	-$5.57K	﹤0.01%	282
2021 Q3	$65K	Sell	1,095 -330	-23%	-$21.7K	﹤0.01%	269
2021 Q2	$95K	Hold	1,425	–	–	﹤0.01%	263
2021 Q1	$90K	Hold	1,425	–	–	﹤0.01%	189
2020 Q4	$88K	Buy	+1,425	New	+$87.6K	﹤0.01%	55

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

MD Financial Management's BMY Position: Q4 2021 in Review

MD Financial Management reduced its Bristol-Myers Squibb (BMY) stake by 8.7% in Q4 2021, selling an estimated $5.57K and leaving 1,000 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

MD Financial Management first reported a position in BMY in Q4 2020 and has held it in 5 quarters since. The position peaked at $95K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

MD Financial Management held 1,000 shares of Bristol-Myers Squibb worth $62K as of Q4 2021.
MD Financial Management sold 95 Bristol-Myers Squibb shares in Q4 2021, an estimated $5.57K.
Bristol-Myers Squibb made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #282 holding.
MD Financial Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 5 quarters since.
MD Financial Management's Bristol-Myers Squibb position peaked at $95K in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.