RW Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

RW Investment 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
2023 Q3	–	Sell	-3,517	Closed	-$225K	–	84
2023 Q2	$225K	Hold	3,517	–	–	0.05%	79
2023 Q1	$244K	Buy	3,517 +319	+10%	+$22.5K	0.07%	76
2022 Q4	$230K	Buy	+3,198	New	+$241K	0.09%	75

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

RW Investment Management's BMY Position: Q3 2023 in Review

RW Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 3,517 shares — an estimated $225K sold.

RW Investment Management first reported a position in BMY in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

RW Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
RW Investment Management sold 3,517 Bristol-Myers Squibb shares in Q3 2023, an estimated $225K.
RW Investment Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 3 quarters.
RW Investment Management's Bristol-Myers Squibb position peaked at $244K in Q1 2023.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on RW Investment Management's 13F filing for Q3 2023, filed 6 Jun 2024.