NEIRG
BMY icon

New England Investment & Retirement Group’s Bristol-Myers Squibb BMY Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-400
Closed -$22K – 83
2020
Q1 		$22K Buy
+400
New +$24.4K 0.01% 115
2017
Q2 		– Sell
-45,826
Closed -$2.49M – 50
2017
Q1 		$2.49M Sell
45,826
-307
-0.7% -$16.8K 1.38% 23
2016
Q4 		$2.7M Buy
+46,133
New +$2.52M 1.48% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Investment & Retirement Group's BMY Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Bristol-Myers Squibb (BMY) in Q2 2020, closing a stake of 400 shares — an estimated $22K sold.

New England Investment & Retirement Group first reported a position in BMY in Q4 2016 and held it in 3 quarters. The position peaked at $2.7M in Q4 2016. 2,190 funds tracked by Wall St. Rank hold BMY as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Bristol-Myers Squibb position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 400 Bristol-Myers Squibb shares in Q2 2020, an estimated $22K.
  • New England Investment & Retirement Group first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 3 quarters.
  • New England Investment & Retirement Group's Bristol-Myers Squibb position peaked at $2.7M in Q4 2016.
  • 2,190 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.