S.C. Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

S.C. Financial Services’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
2022 Q4	$431K	Buy	5,987 +539	+10%	+$40.6K	0.66%	49
2022 Q3	$387K	Buy	5,448 +281	+5%	+$20.4K	0.61%	55
2022 Q2	$398K	Buy	5,167 +48	+0.9%	+$3.66K	0.61%	55
2022 Q1	$374K	Buy	5,119 +42	+0.8%	+$2.82K	0.48%	71
2021 Q4	$328K	Buy	+5,077	New	+$298K	0.38%	87

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

S.C. Financial Services's BMY Position: Q4 2022 in Review

S.C. Financial Services increased its Bristol-Myers Squibb (BMY) stake by 9.9% in Q4 2022, buying an estimated $40.6K and bringing the position to 5,987 shares worth $431K. The position accounts for 0.66% of the portfolio, ranked #49.

S.C. Financial Services first reported a position in BMY in Q4 2021 and has held it in 5 quarters since. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

S.C. Financial Services held 5,987 shares of Bristol-Myers Squibb worth $431K as of Q4 2022.
S.C. Financial Services bought 539 Bristol-Myers Squibb shares in Q4 2022, an estimated $40.6K.
Bristol-Myers Squibb made up 0.66% of S.C. Financial Services's portfolio in Q4 2022, its #49 holding.
S.C. Financial Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 5 quarters since.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.