SC&H Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SC&H Financial Advisors’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 Q1	–	Sell	-4,274	Closed	-$219K	–	144
2023 Q4	$219K	Sell	4,274 -2,502	-37%	-$131K	0.06%	131
2023 Q3	$393K	Hold	6,776	–	–	0.13%	99
2023 Q2	$433K	Sell	6,776 -151	-2%	-$10.1K	0.14%	99
2023 Q1	$480K	Buy	6,927 +835	+14%	+$58.9K	0.18%	84
2022 Q4	$438K	Sell	6,092 -250	-4%	-$18.9K	0.18%	85
2022 Q3	$451K	Sell	6,342 -1,791	-22%	-$130K	0.23%	81
2022 Q2	$626K	Sell	8,133 -142	-2%	-$10.8K	0.29%	69
2022 Q1	$604K	Buy	8,275 +256	+3%	+$17.2K	0.29%	70
2021 Q4	$500K	Buy	+8,019	New	+$470K	0.28%	83

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SC&H Financial Advisors's BMY Position: Q1 2024 in Review

SC&H Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2024, closing a stake of 4,274 shares — an estimated $219K sold.

SC&H Financial Advisors first reported a position in BMY in Q4 2021 and held it in 9 quarters. The position peaked at $626K in Q2 2022. 2,339 funds tracked by Wall St. Rank hold BMY as of Q1 2024.

SC&H Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2024 after selling out during the quarter.
SC&H Financial Advisors sold 4,274 Bristol-Myers Squibb shares in Q1 2024, an estimated $219K.
SC&H Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 9 quarters.
SC&H Financial Advisors's Bristol-Myers Squibb position peaked at $626K in Q2 2022.
2,339 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2024.

Based on SC&H Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.