Rinet Company’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$272K Buy
4,597
+186
+4% +$12.2K 0.05% 72
2021
Q2
$295K Buy
4,411
+28
+0.6% +$1.83K 0.06% 67
2021
Q1
$277K Buy
+4,383
New +$273K 0.06% 62

Other funds holding BMY

Rinet Company's BMY Position: Q3 2021 in Review

Rinet Company increased its Bristol-Myers Squibb (BMY) stake by 4.2% in Q3 2021, buying an estimated $12.2K and bringing the position to 4,597 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #72.

Rinet Company first reported a position in BMY in Q1 2021 and has held it in 3 quarters since. The position peaked at $295K in Q2 2021. 2,292 funds tracked by Wall St. Rank hold BMY as of Q3 2021.

  • Rinet Company held 4,597 shares of Bristol-Myers Squibb worth $272K as of Q3 2021.
  • Rinet Company bought 186 Bristol-Myers Squibb shares in Q3 2021, an estimated $12.2K.
  • Bristol-Myers Squibb made up 0.05% of Rinet Company's portfolio in Q3 2021, its #72 holding.
  • Rinet Company first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 3 quarters since.
  • Rinet Company's Bristol-Myers Squibb position peaked at $295K in Q2 2021.
  • 2,292 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.