Petredis Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Petredis Investment Advisors’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
2024 Q3	–	Sell	-41,673	Closed	-$1.73M	–	104
2024 Q2	$1.73M	Sell	41,673 -567	-1%	-$25.4K	0.19%	83
2024 Q1	$2.29M	Buy	42,240 +749	+2%	+$38.2K	0.27%	74
2023 Q4	$2.13M	Buy	41,491 +7,052	+20%	+$370K	0.28%	74
2023 Q3	$2M	Buy	34,439 +6,020	+21%	+$369K	0.28%	77
2023 Q2	$1.82M	Sell	28,419 -83	-0.3%	-$5.57K	0.25%	79
2023 Q1	$1.98M	Buy	28,502 +300	+1%	+$21.2K	0.31%	74
2022 Q4	$2.03M	Buy	+28,202	New	+$2.13M	0.37%	65

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Petredis Investment Advisors's BMY Position: Q3 2024 in Review

Petredis Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 41,673 shares — an estimated $1.73M sold.

Petredis Investment Advisors first reported a position in BMY in Q4 2022 and held it in 7 quarters. The position peaked at $2.29M in Q1 2024. 2,264 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Petredis Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Petredis Investment Advisors sold 41,673 Bristol-Myers Squibb shares in Q3 2024, an estimated $1.73M.
Petredis Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 7 quarters.
Petredis Investment Advisors's Bristol-Myers Squibb position peaked at $2.29M in Q1 2024.
2,264 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Petredis Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.