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Sarah Ketterer’s Bristol-Myers Squibb BMY Stock Holding History

Sarah Ketterer’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
2024
Q4 		– Sell
-750,455
Closed -$38.8M – 109
2024
Q3 		$38.8M Buy
750,455
+23,103
+3% +$1.08M 0.95% 32
2024
Q2 		$30.2M Buy
+727,352
New +$32.5M 0.82% 40

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sarah Ketterer's BMY Position: Q4 2024 in Review

Sarah Ketterer sold out of Bristol-Myers Squibb (BMY) in Q4 2024, closing a stake of 750,455 shares — an estimated $38.8M sold.

Sarah Ketterer first reported a position in BMY in Q2 2024 and held it in 2 quarters. The position peaked at $38.8M in Q3 2024. 2,490 funds tracked by Wall St. Rank hold BMY as of Q4 2024.

  • Sarah Ketterer reported no remaining Bristol-Myers Squibb position as of Q4 2024 after selling out during the quarter.
  • Sarah Ketterer sold 750,455 Bristol-Myers Squibb shares in Q4 2024, an estimated $38.8M.
  • Sarah Ketterer first reported a position in Bristol-Myers Squibb in Q2 2024 and held it in 2 quarters.
  • Sarah Ketterer's Bristol-Myers Squibb position peaked at $38.8M in Q3 2024.
  • 2,490 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2024.

Based on Causeway Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.