Meitav Investment House’s Bristol-Myers Squibb BMY Stock Holding History

Meitav Investment House’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
2023 Q2	–	Sell	-4,776	Closed	-$322K	–	533
2023 Q1	$322K	Hold	4,776	–	–	0.01%	313
2022 Q4	$344K	Hold	4,776	–	–	0.01%	313
2022 Q3	$340K	Hold	4,776	–	–	0.01%	312
2022 Q2	$368K	Buy	+4,776	New	+$364K	0.01%	291
2022 Q1	–	Sell	-4,606	Closed	-$287K	–	386
2021 Q4	$287K	Buy	4,606 +605	+15%	+$35.5K	﹤0.01%	348
2021 Q3	$237K	Sell	4,001 -18,474	-82%	-$1.22M	﹤0.01%	368
2021 Q2	$1.5M	Buy	22,475 +18,475	+462%	+$1.2M	0.04%	199
2021 Q1	$253	Sell	4,000 -900	-18%	-$56K	0.01%	337
2020 Q4	$303K	Sell	4,900 -700	-13%	-$43K	0.01%	337
2020 Q3	$336K	Buy	+5,600	New	+$337K	0.02%	314
2020 Q1	–	Sell	-6,100	Closed	-$391K	–	386
2019 Q4	$391K	Buy	6,100 +1,900	+45%	+$109K	0.03%	266
2019 Q3	$209K	Buy	+4,200	New	+$197K	0.02%	406

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Meitav Investment House's BMY Position: Q2 2023 in Review

Meitav Investment House sold out of Bristol-Myers Squibb (BMY) in Q2 2023, closing a stake of 4,776 shares — an estimated $322K sold.

Meitav Investment House first reported a position in BMY in Q3 2019 and held it in 12 quarters. The position peaked at $1.5M in Q2 2021. 2,480 funds tracked by Wall St. Rank hold BMY as of Q2 2023.

Meitav Investment House reported no remaining Bristol-Myers Squibb position as of Q2 2023 after selling out during the quarter.
Meitav Investment House sold 4,776 Bristol-Myers Squibb shares in Q2 2023, an estimated $322K.
Meitav Investment House first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 12 quarters.
Meitav Investment House's Bristol-Myers Squibb position peaked at $1.5M in Q2 2021.
2,480 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2023.

Based on Meitav Investment House's 13F filing for Q2 2023, filed 24 Jul 2023.