Sierra Capital’s Bristol-Myers Squibb BMY Stock Holding History

Sierra Capital’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 Q1	–	Sell	-1,023	Closed	-$74K	–	233
2022 Q4	$74K	Buy	1,023 +1	+0.1%	+$75	0.01%	235
2022 Q3	$73K	Sell	1,022 -1,673	-62%	-$121K	0.01%	243
2022 Q2	$208K	Hold	2,695	–	–	0.04%	188
2022 Q1	$197K	Sell	2,695 -140	-5%	-$9.4K	0.03%	213
2021 Q4	$177K	Buy	2,835 +1,001	+55%	+$58.7K	0.03%	239
2021 Q3	$109K	Hold	1,834	–	–	0.02%	260
2021 Q2	$123K	Hold	1,834	–	–	0.02%	227
2021 Q1	$116K	Buy	+1,834	New	+$114K	0.02%	234

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

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

Norges Bank Oslo, Norway $935B AUM

Sierra Capital's BMY Position: Q1 2023 in Review

Sierra Capital sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 1,023 shares — an estimated $74K sold.

Sierra Capital first reported a position in BMY in Q1 2021 and held it in 8 quarters. The position peaked at $208K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Sierra Capital reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 1,023 Bristol-Myers Squibb shares in Q1 2023, an estimated $74K.
Sierra Capital first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 8 quarters.
Sierra Capital's Bristol-Myers Squibb position peaked at $208K in Q2 2022.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.