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

Sadoff 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
2016
Q4 		– Sell
-518,238
Closed -$27.9M – 77
2016
Q3 		$27.9M Sell
518,238
-37,062
-7% -$2.38M 3.08% 15
2016
Q2 		$40.8M Sell
555,300
-4,162
-0.7% -$294K 4.88% 3
2016
Q1 		$35.7M Sell
559,462
-11,046
-2% -$697K 4.33% 3
2015
Q4 		$39.2M Sell
570,508
-5,208
-0.9% -$344K 4.52% 3
2015
Q3 		$34.1M Buy
575,716
+7,750
+1% +$492K 4.45% 4
2015
Q2 		$37.8M Sell
567,966
-9,100
-2% -$600K 4.11% 6
2015
Q1 		$37.2M Buy
577,066
+3,274
+0.6% +$205K 4.17% 5
2014
Q4 		$33.9M Buy
573,792
+8,100
+1% +$457K 3.95% 6
2014
Q3 		$29M Buy
565,692
+4,825
+0.9% +$241K 3.73% 8
2014
Q2 		$27.2M Buy
560,867
+350
+0.1% +$17.2K 3.54% 11
2014
Q1 		$29.1M Buy
560,517
+3,000
+0.5% +$160K 3.86% 9
2013
Q4 		$29.6M Sell
557,517
-113
-0% -$5.76K 4.1% 5
2013
Q3 		$25.8M Buy
557,630
+14,000
+3% +$615K 4.22% 8
2013
Q2 		$24.3M Buy
+543,630
New +$23.6M 4.42% 6

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sadoff Investment Management's BMY Position: Q4 2016 in Review

Sadoff Investment Management sold out of Bristol-Myers Squibb (BMY) in Q4 2016, closing a stake of 518,238 shares — an estimated $27.9M sold.

Sadoff Investment Management first reported a position in BMY in Q2 2013 and held it in 14 quarters. The position peaked at $40.8M in Q2 2016. 1,602 funds tracked by Wall St. Rank hold BMY as of Q4 2016.

  • Sadoff Investment Management reported no remaining Bristol-Myers Squibb position as of Q4 2016 after selling out during the quarter.
  • Sadoff Investment Management sold 518,238 Bristol-Myers Squibb shares in Q4 2016, an estimated $27.9M.
  • Sadoff Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 14 quarters.
  • Sadoff Investment Management's Bristol-Myers Squibb position peaked at $40.8M in Q2 2016.
  • 1,602 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2016.

Based on Sadoff Investment Management's 13F filing for Q4 2016, filed 13 Jan 2017.