Nicola Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Nicola Wealth 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	-64,000	Closed	-$2.9M	–	93
2019 Q2	$2.9M	Hold	64,000	–	–	0.48%	72
2019 Q1	$3.05M	Hold	64,000	–	–	0.46%	76
2018 Q4	$3.33M	Hold	64,000	–	–	0.55%	73
2018 Q3	$3.97M	Buy	64,000 +27,000	+73%	+$1.6M	0.68%	64
2018 Q2	$2.05M	Hold	37,000	–	–	0.4%	85
2018 Q1	$2.34M	Buy	+37,000	New	+$2.38M	0.47%	80

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nicola Wealth Management's BMY Position: Q3 2019 in Review

Nicola Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2019, closing a stake of 64,000 shares — an estimated $2.9M sold.

Nicola Wealth Management first reported a position in BMY in Q1 2018 and held it in 6 quarters. The position peaked at $3.97M in Q3 2018. 1,813 funds tracked by Wall St. Rank hold BMY as of Q3 2019.

Nicola Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2019 after selling out during the quarter.
Nicola Wealth Management sold 64,000 Bristol-Myers Squibb shares in Q3 2019, an estimated $2.9M.
Nicola Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 6 quarters.
Nicola Wealth Management's Bristol-Myers Squibb position peaked at $3.97M in Q3 2018.
1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2019.

Based on Nicola Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.