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Senator Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Senator Investment Group’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
2021
Q1 		– Sell
-900,000
Closed -$55.8M – 128
2020
Q4 		$55.8M Buy
+900,000
New +$55.3M 1.05% 35
2020
Q3 		– Sell
-2,500,000
Closed -$8.9M – 60
2020
Q2 		$8.9M Sell
2,500,000
-500,000
-17% -$29.9M 0.31% 43
2020
Q1 		$11.5M Buy
3,000,000
+500,000
+20% +$30.6M 0.42% 31
2019
Q4 		$7.69M Buy
+2,500,000
New +$143M 0.21% 38

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senator Investment Group's BMY Position: Q1 2021 in Review

Senator Investment Group sold out of Bristol-Myers Squibb (BMY) in Q1 2021, closing a stake of 900,000 shares — an estimated $55.8M sold.

Senator Investment Group first reported a position in BMY in Q4 2019 and held it in 4 quarters. The position peaked at $55.8M in Q4 2020. 2,369 funds tracked by Wall St. Rank hold BMY as of Q1 2021.

  • Senator Investment Group reported no remaining Bristol-Myers Squibb position as of Q1 2021 after selling out during the quarter.
  • Senator Investment Group sold 900,000 Bristol-Myers Squibb shares in Q1 2021, an estimated $55.8M.
  • Senator Investment Group first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 4 quarters.
  • Senator Investment Group's Bristol-Myers Squibb position peaked at $55.8M in Q4 2020.
  • 2,369 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2021.

Based on Senator Investment Group's 13F filing for Q1 2021, filed 17 May 2021.