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River Global Investors’s Bristol-Myers Squibb BMY Stock Holding History

River Global Investors’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
2024
Q2 		– Sell
-11,431
Closed -$620K – 158
2024
Q1 		$620K Sell
11,431
-115
-1% -$5.86K 0.16% 162
2023
Q4 		$592K Sell
11,546
-188
-2% -$9.87K 0.11% 192
2023
Q3 		$681K Sell
11,734
-746
-6% -$45.7K 0.16% 164
2023
Q2 		$799K Sell
12,480
-250
-2% -$16.8K 0.16% 154
2023
Q1 		$882K Sell
12,730
-560
-4% -$39.5K 0.18% 148
2022
Q4 		$956K Sell
13,290
-1,450
-10% -$109K 0.21% 141
2022
Q3 		$1.05M Sell
14,740
-1,750
-11% -$127K 0.2% 125
2022
Q2 		$1.27M Sell
16,490
-4,410
-21% -$336K 0.23% 117
2022
Q1 		$1.53M Hold
20,900
– – 0.2% 126
2021
Q4 		$1.3M Buy
20,900
+5,210
+33% +$306K 0.1% 128
2021
Q3 		$928K Hold
15,690
– – 0.07% 133
2021
Q2 		$1.05M Hold
15,690
– – 0.07% 122
2021
Q1 		$991K Buy
15,690
+2,200
+16% +$137K 0.06% 122
2020
Q4 		$836K Sell
13,490
-106,760
-89% -$6.56M 0.05% 130
2020
Q3 		$7.25M Sell
120,250
-4,700
-4% -$283K 0.54% 46
2020
Q2 		$7.34M Sell
124,950
-12,691
-9% -$759K 0.54% 43
2020
Q1 		$7.67M Buy
137,641
+20,110
+17% +$1.23M 0.7% 34
2019
Q4 		$7.54M Hold
117,531
– – 0.42% 83
2019
Q3 		$5.96M Hold
117,531
– – 0.42% 81
2019
Q2 		$5.33M Buy
117,531
+1,500
+1% +$69.9K 0.37% 92
2019
Q1 		$5.54M Buy
116,031
+11,750
+11% +$585K 0.39% 85
2018
Q4 		$5.42M Buy
104,281
+59,881
+135% +$3.22M 0.47% 72
2018
Q3 		$2.76M Hold
44,400
– – 0.25% 103
2018
Q2 		$2.46M Hold
44,400
– – 0.25% 104
2018
Q1 		$2.81M Sell
44,400
-11,200
-20% -$721K 0.33% 94
2017
Q4 		$3.41M Hold
55,600
– – 0.38% 88
2017
Q3 		$3.54M Buy
55,600
+40,000
+256% +$2.34M 0.53% 60
2017
Q2 		$869K Buy
+15,600
New +$849K 0.16% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Global Investors's BMY Position: Q2 2024 in Review

River Global Investors sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 11,431 shares — an estimated $620K sold.

River Global Investors first reported a position in BMY in Q2 2017 and held it in 28 quarters. The position peaked at $7.67M in Q1 2020. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

  • River Global Investors reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
  • River Global Investors sold 11,431 Bristol-Myers Squibb shares in Q2 2024, an estimated $620K.
  • River Global Investors first reported a position in Bristol-Myers Squibb in Q2 2017 and held it in 28 quarters.
  • River Global Investors's Bristol-Myers Squibb position peaked at $7.67M in Q1 2020.
  • 2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on River Global Investors's 13F filing for Q2 2024, filed 12 Aug 2024.