Sandbox Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Sandbox Financial 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	-4,452	Closed	-$258K	–	89
2023 Q3	$258K	Sell	4,452 -1,269	-22%	-$77.8K	0.14%	76
2023 Q2	$366K	Sell	5,721 -1,488	-21%	-$99.8K	0.19%	66
2023 Q1	$500K	Buy	7,209 +3,707	+106%	+$261K	0.3%	45
2022 Q4	$252K	Buy	3,502 +205	+6%	+$15.5K	0.17%	66
2022 Q3	$234K	Buy	3,297 +671	+26%	+$48.7K	0.17%	68
2022 Q2	$202K	Buy	+2,626	New	+$200K	0.14%	79

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

Sandbox Financial Partners's BMY Position: Q4 2023 in Review

Sandbox Financial Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,452 shares — an estimated $258K sold.

Sandbox Financial Partners first reported a position in BMY in Q2 2022 and held it in 6 quarters. The position peaked at $500K in Q1 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Sandbox Financial Partners reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Sandbox Financial Partners sold 4,452 Bristol-Myers Squibb shares in Q4 2023, an estimated $258K.
Sandbox Financial Partners first reported a position in Bristol-Myers Squibb in Q2 2022 and held it in 6 quarters.
Sandbox Financial Partners's Bristol-Myers Squibb position peaked at $500K in Q1 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Sandbox Financial Partners's 13F filing for Q4 2023, filed 18 Jan 2024.