MIFH
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Migdal Insurance & Financial Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q3 		– Sell
-660
Closed -$27K – 434
2024
Q2 		$27K Sell
660
-700
-51% -$31.3K ﹤0.01% 340
2024
Q1 		$74K Hold
1,360
– – ﹤0.01% 258
2023
Q4 		$70K Sell
1,360
-1,948
-59% -$102K ﹤0.01% 309
2023
Q3 		$192K Buy
3,308
+1,948
+143% +$119K ﹤0.01% 230
2023
Q2 		$87K Sell
1,360
-670
-33% -$44.9K ﹤0.01% 289
2023
Q1 		$138K Buy
2,030
+1,015
+100% +$71.6K ﹤0.01% 289
2022
Q4 		$73K Hold
1,015
– – ﹤0.01% 283
2022
Q3 		$73K Sell
1,015
-3,135
-76% -$227K ﹤0.01% 278
2022
Q2 		$320K Buy
4,150
+1,259
+44% +$95.9K 0.01% 206
2022
Q1 		$213K Buy
2,891
+2,541
+726% +$171K ﹤0.01% 267
2021
Q4 		$22K Sell
350
-719
-67% -$42.2K ﹤0.01% 548
2021
Q3 		$63K Buy
+1,069
New +$70.4K ﹤0.01% 416
2019
Q3 		– Sell
-2,671
Closed -$120K – 745
2019
Q2 		$120K Buy
+2,671
New +$124K ﹤0.01% 548
2018
Q4 		– Sell
-11,640
Closed -$723K – 706
2018
Q3 		$723K Buy
11,640
+6,878
+144% +$408K 0.02% 321
2018
Q2 		$262K Buy
4,762
+4,613
+3,096% +$249K 0.01% 404
2018
Q1 		$9K Buy
+149
New +$9.59K ﹤0.01% 558
2016
Q3 		– Sell
-101,970
Closed -$7.54M – 110
2016
Q2 		$7.54M Sell
101,970
-229,610
-69% -$16.2M 0.21% 66
2016
Q1 		$21.3M Sell
331,580
-575
-0.2% -$36.3K 0.65% 32
2015
Q4 		$23M Buy
+332,155
New +$21.9M 0.65% 37

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BMY Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 660 shares — an estimated $27K sold.

Migdal Insurance & Financial Holdings first reported a position in BMY in Q4 2015 and held it in 19 quarters. The position peaked at $23M in Q4 2015. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 660 Bristol-Myers Squibb shares in Q3 2024, an estimated $27K.
  • Migdal Insurance & Financial Holdings first reported a position in Bristol-Myers Squibb in Q4 2015 and held it in 19 quarters.
  • Migdal Insurance & Financial Holdings's Bristol-Myers Squibb position peaked at $23M in Q4 2015.
  • 2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.