Shulman DeMeo Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Shulman DeMeo Asset Management’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
2022 Q1	–	Sell	-3,383	Closed	-$211K	–	143
2021 Q4	$211K	Buy	+3,383	New	+$198K	0.06%	139
2019 Q4	–	Sell	-4,911	Closed	-$249K	–	134
2019 Q3	$249K	Sell	4,911 -831	-14%	-$39.1K	0.08%	110
2019 Q2	$260K	Sell	5,742 -73	-1%	-$3.4K	0.1%	103
2019 Q1	$277K	Buy	+5,815	New	+$290K	0.11%	92

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Shulman DeMeo Asset Management's BMY Position: Q1 2022 in Review

Shulman DeMeo Asset Management sold out of Bristol-Myers Squibb (BMY) in Q1 2022, closing a stake of 3,383 shares — an estimated $211K sold.

Shulman DeMeo Asset Management first reported a position in BMY in Q1 2019 and held it in 4 quarters. The position peaked at $277K in Q1 2019. 2,515 funds tracked by Wall St. Rank hold BMY as of Q1 2022.

Shulman DeMeo Asset Management reported no remaining Bristol-Myers Squibb position as of Q1 2022 after selling out during the quarter.
Shulman DeMeo Asset Management sold 3,383 Bristol-Myers Squibb shares in Q1 2022, an estimated $211K.
Shulman DeMeo Asset Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 4 quarters.
Shulman DeMeo Asset Management's Bristol-Myers Squibb position peaked at $277K in Q1 2019.
2,515 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2022.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2022, filed 27 Apr 2022.