Riverbridge Partners’s Bristol-Myers Squibb BMY Stock Holding History

Riverbridge Partners’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
2023 Q4	–	Sell	-3,981	Closed	-$231K	–	205
2023 Q3	$231K	Hold	3,981	–	–	﹤0.01%	183
2023 Q2	$255K	Hold	3,981	–	–	﹤0.01%	175
2023 Q1	$276K	Hold	3,981	–	–	﹤0.01%	171
2022 Q4	$286K	Hold	3,981	–	–	﹤0.01%	175
2022 Q3	$283K	Hold	3,981	–	–	﹤0.01%	174
2022 Q2	$307K	Hold	3,981	–	–	﹤0.01%	174
2022 Q1	$291K	Sell	3,981 -1,444	-27%	-$97K	﹤0.01%	149
2021 Q4	$338K	Hold	5,425	–	–	﹤0.01%	152
2021 Q3	$321K	Hold	5,425	–	–	﹤0.01%	144
2021 Q2	$362K	Sell	5,425 -21	-0.4%	-$1.37K	﹤0.01%	143
2021 Q1	$344K	Buy	5,446 +21	+0.4%	+$1.31K	﹤0.01%	141
2020 Q4	$337K	Sell	5,425 -400	-7%	-$24.6K	﹤0.01%	137
2020 Q3	$351K	Hold	5,825	–	–	﹤0.01%	135
2020 Q2	$343K	Hold	5,825	–	–	0.01%	128
2020 Q1	$325K	Hold	5,825	–	–	0.01%	121
2019 Q4	$374K	Hold	5,825	–	–	0.01%	124
2019 Q3	$295K	Hold	5,825	–	–	0.01%	125
2019 Q2	$264K	Hold	5,825	–	–	0.01%	128
2019 Q1	$278K	Hold	5,825	–	–	0.01%	124
2018 Q4	$303K	Hold	5,825	–	–	0.01%	124
2018 Q3	$362K	Hold	5,825	–	–	0.01%	120
2018 Q2	$322K	Hold	5,825	–	–	0.01%	116
2018 Q1	$368K	Hold	5,825	–	–	0.01%	119
2017 Q4	$357K	Buy	+5,825	New	+$364K	0.01%	124

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Riverbridge Partners's BMY Position: Q4 2023 in Review

Riverbridge Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,981 shares — an estimated $231K sold.

Riverbridge Partners first reported a position in BMY in Q4 2017 and held it in 24 quarters. The position peaked at $374K in Q4 2019. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Riverbridge Partners reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Riverbridge Partners sold 3,981 Bristol-Myers Squibb shares in Q4 2023, an estimated $231K.
Riverbridge Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 24 quarters.
Riverbridge Partners's Bristol-Myers Squibb position peaked at $374K in Q4 2019.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Riverbridge Partners's 13F filing for Q4 2023, filed 24 Jan 2024.