Polar Capital’s Bristol-Myers Squibb BMY Stock Holding History

Polar Capital’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
2020 Q3	$75.8M	Buy	1,256,451 +1,034,045	+465%	+$62.2M	0.56%	51
2020 Q2	$13.1M	Sell	222,406 -1,414,656	-86%	-$84.6M	0.11%	156
2020 Q1	$91.3M	Buy	1,637,062 +586,667	+56%	+$35.9M	0.98%	19
2019 Q4	$67.4M	Buy	+1,050,395	New	+$60.2M	0.59%	41
2017 Q2	–	Sell	-190,000	Closed	-$10.3M	–	244
2017 Q1	$10.3M	Buy	190,000 +40,000	+27%	+$2.19M	0.15%	142
2016 Q4	$8.77M	Buy	150,000 +50,000	+50%	+$2.73M	0.14%	162
2016 Q3	$5.39M	Sell	100,000 -605,000	-86%	-$38.9M	0.09%	173
2016 Q2	$51.9M	Buy	705,000 +585,000	+488%	+$41.3M	0.98%	29
2016 Q1	$7.66M	Sell	120,000 -578,070	-83%	-$36.5M	0.14%	150
2015 Q4	$48M	Buy	698,070 +538,070	+336%	+$35.6M	0.87%	37
2015 Q3	$9.47M	Hold	160,000	–	–	0.19%	149
2015 Q2	$10.6M	Hold	160,000	–	–	0.2%	139
2015 Q1	$10.3M	Hold	160,000	–	–	0.2%	141
2014 Q4	$9.44M	Hold	160,000	–	–	0.18%	146
2014 Q3	$8.19M	Hold	160,000	–	–	0.17%	158
2014 Q2	$7.76M	Hold	160,000	–	–	0.17%	164
2014 Q1	$8.31M	Hold	160,000	–	–	0.19%	162
2013 Q4	$8.5M	Hold	160,000	–	–	0.2%	168
2013 Q3	$7.4K	Hold	160,000	–	–	0.2%	168
2013 Q2	$7.15M	Buy	+160,000	New	+$6.95M	0.25%	153

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Polar Capital's BMY Position: Q3 2020 in Review

Polar Capital increased its Bristol-Myers Squibb (BMY) stake by 465% in Q3 2020, buying an estimated $62.2M and bringing the position to 1,256,451 shares worth $75.8M. The position accounts for 0.56% of the portfolio, ranked #51.

Polar Capital first reported a position in BMY in Q2 2013 and has held it in 20 quarters since. The position peaked at $91.3M in Q1 2020. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

Polar Capital held 1,256,451 shares of Bristol-Myers Squibb worth $75.8M as of Q3 2020.
Polar Capital bought 1,034,045 Bristol-Myers Squibb shares in Q3 2020, an estimated $62.2M.
Bristol-Myers Squibb made up 0.56% of Polar Capital's portfolio in Q3 2020, its #51 holding.
Polar Capital first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 20 quarters since.
Polar Capital's Bristol-Myers Squibb position peaked at $91.3M in Q1 2020.
2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.