Safeguard Financial’s Bristol-Myers Squibb BMY Stock Holding History

Safeguard Financial’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	-1,265	Closed	-$80K	–	129
2023 Q2	$80K	Buy	+1,265	New	+$84.8K	0.04%	112

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

Safeguard Financial's BMY Position: Q3 2023 in Review

Safeguard Financial sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 1,265 shares — an estimated $80K sold.

Safeguard Financial first reported a position in BMY in Q2 2023 and held it in 1 quarter. The position peaked at $80K in Q2 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Safeguard Financial reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,265 Bristol-Myers Squibb shares in Q3 2023, an estimated $80K.
Safeguard Financial first reported a position in Bristol-Myers Squibb in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Bristol-Myers Squibb position peaked at $80K in Q2 2023.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.