Oak Ridge Investments’s Bristol-Myers Squibb BMY Stock Holding History

Oak Ridge Investments’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 Q4	–	Sell	-85,543	Closed	-$5.06M	–	168
2021 Q3	$5.06M	Sell	85,543 -1,516	-2%	-$99.8K	0.45%	75
2021 Q2	$5.82M	Sell	87,059 -1,557	-2%	-$102K	0.51%	71
2021 Q1	$5.59M	Buy	88,616 +254	+0.3%	+$15.8K	0.52%	76
2020 Q4	$5.48M	Sell	88,362 -34,088	-28%	-$2.1M	0.48%	80
2020 Q3	$7.38M	Buy	122,450 +8,692	+8%	+$523K	0.57%	56
2020 Q2	$6.69M	Sell	113,758 -1,244	-1%	-$74.4K	0.56%	68
2020 Q1	$6.41M	Buy	+115,002	New	+$7.03M	0.66%	56

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

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

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

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

Oak Ridge Investments's BMY Position: Q4 2021 in Review

Oak Ridge Investments sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 85,543 shares — an estimated $5.06M sold.

Oak Ridge Investments first reported a position in BMY in Q1 2020 and held it in 7 quarters. The position peaked at $7.38M in Q3 2020. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Oak Ridge Investments reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Oak Ridge Investments sold 85,543 Bristol-Myers Squibb shares in Q4 2021, an estimated $5.06M.
Oak Ridge Investments first reported a position in Bristol-Myers Squibb in Q1 2020 and held it in 7 quarters.
Oak Ridge Investments's Bristol-Myers Squibb position peaked at $7.38M in Q3 2020.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.