Resource Management’s Bristol-Myers Squibb BMY Stock Holding History

Resource 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
2021 Q4	$281K	Sell	4,500 -400	-8%	-$23.5K	0.03%	152
2021 Q3	$290K	Buy	4,900 +1	+0%	+$66	0.03%	146
2021 Q2	$327K	Buy	4,899 +400	+9%	+$26.1K	0.04%	143
2021 Q1	$284K	Sell	4,499 -4,499	-50%	-$280K	0.03%	141
2020 Q4	$558K	Sell	8,998 -115	-1%	-$7.07K	0.08%	93
2020 Q3	$549K	Buy	9,113 +3,098	+52%	+$186K	0.09%	80
2020 Q2	$353K	Buy	6,015 +1,686	+39%	+$101K	0.06%	96
2020 Q1	$241K	Buy	4,329 +965	+29%	+$59K	0.05%	115
2019 Q4	$216K	Buy	+3,364	New	+$193K	0.03%	140
2018 Q2	–	Sell	-4,081	Closed	-$258K	–	132
2018 Q1	$258K	Hold	4,081	–	–	0.06%	105
2017 Q4	$261K	Buy	+4,081	New	+$255K	0.05%	107

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

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

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

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

Resource Management's BMY Position: Q4 2021 in Review

Resource Management reduced its Bristol-Myers Squibb (BMY) stake by 8.2% in Q4 2021, selling an estimated $23.5K and leaving 4,500 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #152.

Resource Management first reported a position in BMY in Q4 2017 and has held it in 11 quarters since. The position peaked at $558K in Q4 2020. 2,445 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Resource Management held 4,500 shares of Bristol-Myers Squibb worth $281K as of Q4 2021.
Resource Management sold 400 Bristol-Myers Squibb shares in Q4 2021, an estimated $23.5K.
Bristol-Myers Squibb made up 0.03% of Resource Management's portfolio in Q4 2021, its #152 holding.
Resource Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 11 quarters since.
Resource Management's Bristol-Myers Squibb position peaked at $558K in Q4 2020.
2,445 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.