Okabena Investment Services’s Bristol-Myers Squibb BMY Stock Holding History

Okabena Investment Services’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
2023 Q3	–	Sell	-331	Closed	-$21.2K	–	111
2023 Q2	$21.2K	Buy	+331	New	+$22.2K	0.02%	89
2020 Q1	–	Sell	-2,800	Closed	-$180K	–	71
2019 Q4	$180K	Buy	+2,800	New	+$160K	0.17%	57

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

Okabena Investment Services's BMY Position: Q3 2023 in Review

Okabena Investment Services sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 331 shares — an estimated $21.2K sold.

Okabena Investment Services first reported a position in BMY in Q4 2019 and held it in 2 quarters. The position peaked at $180K in Q4 2019. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Okabena Investment Services reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Okabena Investment Services sold 331 Bristol-Myers Squibb shares in Q3 2023, an estimated $21.2K.
Okabena Investment Services first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 2 quarters.
Okabena Investment Services's Bristol-Myers Squibb position peaked at $180K in Q4 2019.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.