Peachtree Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Peachtree Investment Partners’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 Q4	–	Sell	-6,218	Closed	-$361K	–	105
2023 Q3	$361K	Sell	6,218 -668	-10%	-$40.9K	0.18%	58
2023 Q2	$440K	Sell	6,886 -978	-12%	-$65.6K	0.2%	59
2023 Q1	$545K	Sell	7,864 -751	-9%	-$53K	0.34%	43
2022 Q4	$620K	Sell	8,615 -2,274	-21%	-$171K	0.38%	43
2022 Q3	$774K	Sell	10,889 -9,269	-46%	-$672K	0.52%	31
2022 Q2	$1.55M	Buy	20,158 +12,974	+181%	+$988K	0.97%	24
2022 Q1	$525K	Buy	7,184 +3,415	+91%	+$229K	0.24%	61
2021 Q4	$235K	Sell	3,769 -310	-8%	-$18.2K	0.1%	82
2021 Q3	$241K	Buy	4,079 +74	+2%	+$4.87K	0.12%	70
2021 Q2	$268K	Buy	+4,005	New	+$261K	0.13%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Peachtree Investment Partners's BMY Position: Q4 2023 in Review

Peachtree Investment Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 6,218 shares — an estimated $361K sold.

Peachtree Investment Partners first reported a position in BMY in Q2 2021 and held it in 10 quarters. The position peaked at $1.55M in Q2 2022. 2,364 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Peachtree Investment Partners reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Peachtree Investment Partners sold 6,218 Bristol-Myers Squibb shares in Q4 2023, an estimated $361K.
Peachtree Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 10 quarters.
Peachtree Investment Partners's Bristol-Myers Squibb position peaked at $1.55M in Q2 2022.
2,364 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Peachtree Investment Partners's 13F filing for Q4 2023, filed 12 Feb 2024.