Naman Capital’s Bristol-Myers Squibb BMY Stock Holding History

Naman Capital’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
2022 Q4	–	Sell	-90,000	Closed	-$6.4M	–	12
2022 Q3	$6.4M	Hold	90,000	–	–	4.46%	9
2022 Q2	$6.93M	Hold	90,000	–	–	4.94%	8
2022 Q1	$6.77M	Sell	90,000 -70,000	-44%	-$4.7M	4.41%	8
2021 Q4	$9.98M	Hold	160,000	–	–	5.84%	7
2021 Q3	$9.47M	Hold	160,000	–	–	5.83%	8
2021 Q2	$10.7M	Hold	160,000	–	–	5.57%	7
2021 Q1	$10.1M	Hold	160,000	–	–	5.56%	6
2020 Q4	$9.93M	Hold	160,000	–	–	6.89%	6
2020 Q3	$9.65M	Hold	160,000	–	–	7.47%	6
2020 Q2	$9.39M	Hold	160,000	–	–	7.65%	5
2020 Q1	$8.92M	Hold	160,000	–	–	9.11%	4
2019 Q4	$10.3M	Sell	160,000 -40,000	-20%	-$2.29M	9.84%	5
2019 Q3	$10.1M	Hold	200,000	–	–	10%	4
2019 Q2	$9.07M	Buy	+200,000	New	+$9.32M	9.02%	7

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Naman Capital's BMY Position: Q4 2022 in Review

Naman Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 90,000 shares — an estimated $6.4M sold.

Naman Capital first reported a position in BMY in Q2 2019 and held it in 14 quarters. The position peaked at $10.7M in Q2 2021. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Naman Capital reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Naman Capital sold 90,000 Bristol-Myers Squibb shares in Q4 2022, an estimated $6.4M.
Naman Capital first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 14 quarters.
Naman Capital's Bristol-Myers Squibb position peaked at $10.7M in Q2 2021.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Naman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.