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Next Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Next Capital Management’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
2019
Q3 		– Sell
-469
Closed -$21K – 325
2019
Q2 		$21K Buy
+469
New +$21.8K 0.01% 285

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Capital Management's BMY Position: Q3 2019 in Review

Next Capital Management sold out of Bristol-Myers Squibb (BMY) in Q3 2019, closing a stake of 469 shares — an estimated $21K sold.

Next Capital Management first reported a position in BMY in Q2 2019 and held it in 1 quarter. The position peaked at $21K in Q2 2019. 1,813 funds tracked by Wall St. Rank hold BMY as of Q3 2019.

  • Next Capital Management reported no remaining Bristol-Myers Squibb position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 469 Bristol-Myers Squibb shares in Q3 2019, an estimated $21K.
  • Next Capital Management first reported a position in Bristol-Myers Squibb in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Bristol-Myers Squibb position peaked at $21K in Q2 2019.
  • 1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.