Montis Financial’s Bristol-Myers Squibb BMY Stock Holding History

Montis Financial’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 Q1	–	Sell	-4,365	Closed	-$271K	–	69
2020 Q4	$271K	Buy	+4,365	New	+$268K	0.27%	52

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Montis Financial's BMY Position: Q1 2021 in Review

Montis Financial sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 4,365 shares — an estimated $271K sold.

Montis Financial first reported a position in BMY in Q4 2020 and held it in 1 quarter. The position peaked at $271K in Q4 2020. 2,368 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

Montis Financial reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
Montis Financial sold 4,365 Bristol-Myers Squibb shares in Q1 2021, an estimated $271K.
Montis Financial first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 1 quarter.
Montis Financial's Bristol-Myers Squibb position peaked at $271K in Q4 2020.
2,368 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Montis Financial's 13F filing for Q1 2021, filed 4 May 2021.