Shine Investment Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$32K	Sell	529 -49	-8%	-$2.95K	0.01%	377
2020 Q2	$34K	Hold	578	–	–	0.01%	365
2020 Q1	$32K	Buy	578 +354	+158%	+$21.6K	0.01%	341
2019 Q4	$14K	Buy	224 +25	+13%	+$1.43K	0.01%	513
2019 Q3	$10K	Hold	199	–	–	﹤0.01%	549
2019 Q2	$9K	Hold	199	–	–	﹤0.01%	548
2019 Q1	$9K	Buy	199 +24	+14%	+$1.2K	﹤0.01%	552
2018 Q4	$9K	Sell	175 -2,205	-93%	-$118K	﹤0.01%	533
2018 Q3	$148K	Sell	2,380 -135	-5%	-$8.01K	0.08%	133
2018 Q2	$139K	Buy	2,515 +345	+16%	+$18.6K	0.07%	134
2018 Q1	$137K	Hold	2,170	–	–	0.07%	124
2017 Q4	$133K	Hold	2,170	–	–	0.07%	130
2017 Q3	$138K	Buy	2,170 +1,355	+166%	+$79.1K	0.07%	126
2017 Q2	$45K	Buy	+815	New	+$44.3K	0.02%	294

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Shine Investment Advisory Services's BMY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 8.5% in Q3 2020, selling an estimated $2.95K and leaving 529 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #377.

Shine Investment Advisory Services first reported a position in BMY in Q2 2017 and has held it in 14 quarters since. The position peaked at $148K in Q3 2018. 2,215 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

Shine Investment Advisory Services held 529 shares of Bristol-Myers Squibb worth $32K as of Q3 2020.
Shine Investment Advisory Services sold 49 Bristol-Myers Squibb shares in Q3 2020, an estimated $2.95K.
Bristol-Myers Squibb made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #377 holding.
Shine Investment Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Bristol-Myers Squibb position peaked at $148K in Q3 2018.
2,215 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.