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

Solstein 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 Q4	–	Sell	-157	Closed	-$8.24K	–	309
2023 Q3	$9.11K	Hold	157	–	–	0.01%	235
2023 Q2	$10K	Buy	+157	New	+$10.5K	0.01%	231
2022 Q4	–	Sell	-1,240	Closed	-$88K	–	289
2022 Q3	$88K	Hold	1,240	–	–	0.08%	121
2022 Q2	$95K	Hold	1,240	–	–	0.07%	138
2022 Q1	$91K	Hold	1,240	–	–	0.06%	154
2021 Q4	$77K	Sell	1,240 -450	-27%	-$26.4K	0.05%	182
2021 Q3	$100K	Hold	1,690	–	–	0.06%	173
2021 Q2	$113K	Buy	1,690 +450	+36%	+$29.3K	0.14%	151
2021 Q1	$78K	Buy	+1,240	New	+$77.2K	0.11%	168
2020 Q4	–	Sell	-1,240	Closed	-$75K	–	102
2020 Q3	$75K	Hold	1,240	–	–	0.17%	106
2020 Q2	$73K	Hold	1,240	–	–	0.17%	91
2020 Q1	$69K	Buy	1,240 +444	+56%	+$27.1K	0.27%	63
2019 Q4	$51K	Buy	+796	New	+$45.6K	0.1%	109

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Solstein Capital's BMY Position: Q4 2023 in Review

Solstein Capital sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 157 shares — an estimated $8.24K sold.

Solstein Capital first reported a position in BMY in Q4 2019 and held it in 13 quarters. The position peaked at $113K in Q2 2021. 2,365 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Solstein Capital reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Solstein Capital sold 157 Bristol-Myers Squibb shares in Q4 2023, an estimated $8.24K.
Solstein Capital first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 13 quarters.
Solstein Capital's Bristol-Myers Squibb position peaked at $113K in Q2 2021.
2,365 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Solstein Capital's 13F filing for Q4 2023, filed 23 Jan 2024.