Sarah T. Connolly’s Bristol-Myers Squibb BMY Stock Holding History

Sarah T. Connolly’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	-28,614	Closed	-$1.83M	–	87
2023 Q2	$1.83M	Sell	28,614 -4,343	-13%	-$291K	1.11%	35
2023 Q1	$2.28M	Buy	32,957 +10,675	+48%	+$753K	1.45%	22
2022 Q4	$1.6M	Buy	22,282 +124	+0.6%	+$9.35K	1.09%	35
2022 Q3	$1.57M	Buy	22,158 +6,099	+38%	+$442K	1.16%	28
2022 Q2	$1.24M	Buy	16,059 +6,546	+69%	+$499K	0.84%	46
2022 Q1	$695K	Buy	9,513 +3,388	+55%	+$227K	0.41%	63
2021 Q4	$382K	Hold	6,125	–	–	0.21%	77
2021 Q3	$362K	Hold	6,125	–	–	0.3%	79
2021 Q2	$409K	Hold	6,125	–	–	0.33%	75
2021 Q1	$387K	Hold	6,125	–	–	0.34%	76
2020 Q4	$380K	Buy	+6,125	New	+$377K	0.35%	76

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

Sarah T. Connolly's BMY Position: Q3 2023 in Review

Sarah T. Connolly sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 28,614 shares — an estimated $1.83M sold.

Sarah T. Connolly first reported a position in BMY in Q4 2020 and held it in 11 quarters. The position peaked at $2.28M in Q1 2023. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Sarah T. Connolly reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Sarah T. Connolly sold 28,614 Bristol-Myers Squibb shares in Q3 2023, an estimated $1.83M.
Sarah T. Connolly first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 11 quarters.
Sarah T. Connolly's Bristol-Myers Squibb position peaked at $2.28M in Q1 2023.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Sarah T. Connolly's 13F filing for Q3 2023, filed 23 Oct 2023.