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Rampart Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Rampart Investment Management’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
Q4 		– Sell
-14,188
Closed -$855K – 49
2020
Q3 		$855K Sell
14,188
-27,964
-66% -$1.68M 0.54% 58
2020
Q2 		$2.48M Buy
42,152
+23,735
+129% +$1.42M 0.42% 66
2020
Q1 		$1.03M Sell
18,417
-9,340
-34% -$571K 0.49% 48
2019
Q4 		$1.78M Buy
27,757
+9,289
+50% +$532K 0.22% 136
2019
Q3 		$937K Sell
18,468
-8,721
-32% -$410K 0.12% 224
2019
Q2 		$1.23M Sell
27,189
-1,514
-5% -$70.5K 0.15% 197
2019
Q1 		$1.37M Buy
28,703
+11,177
+64% +$557K 0.16% 193
2018
Q4 		$911K Sell
17,526
-10,654
-38% -$572K 0.25% 103
2018
Q3 		$1.13M Sell
28,180
-2,877
-9% -$171K 0.49% 48
2018
Q2 		$1.72M Sell
31,057
-12,788
-29% -$691K 0.17% 168
2018
Q1 		$2.77M Buy
43,845
+23,732
+118% +$1.53M 0.27% 115
2017
Q4 		$1.23M Sell
20,113
-2,431
-11% -$152K 0.47% 48
2017
Q3 		$1.44M Buy
22,544
+1,192
+6% +$69.6K 0.49% 46
2017
Q2 		$1.19M Buy
21,352
+16,635
+353% +$905K 0.43% 48
2017
Q1 		$257K Buy
+4,717
New +$259K 0.09% 54

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rampart Investment Management's BMY Position: Q4 2020 in Review

Rampart Investment Management sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 14,188 shares — an estimated $855K sold.

Rampart Investment Management first reported a position in BMY in Q1 2017 and held it in 15 quarters. The position peaked at $2.77M in Q1 2018. 2,360 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Rampart Investment Management reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 14,188 Bristol-Myers Squibb shares in Q4 2020, an estimated $855K.
  • Rampart Investment Management first reported a position in Bristol-Myers Squibb in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Bristol-Myers Squibb position peaked at $2.77M in Q1 2018.
  • 2,360 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.