Rather & Kittrell’s Bristol-Myers Squibb BMY Stock Holding History

Rather & Kittrell’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
2022 Q1	–	Sell	-2,042	Closed	-$127K	–	90
2021 Q4	$127K	Buy	+2,042	New	+$120K	0.11%	78

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Rather & Kittrell's BMY Position: Q1 2022 in Review

Rather & Kittrell sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 2,042 shares — an estimated $127K sold.

Rather & Kittrell first reported a position in BMY in Q4 2021 and held it in 1 quarter. The position peaked at $127K in Q4 2021. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Rather & Kittrell reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 2,042 Bristol-Myers Squibb shares in Q1 2022, an estimated $127K.
Rather & Kittrell first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Bristol-Myers Squibb position peaked at $127K in Q4 2021.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.