SpiderRock Advisors’s Bristol-Myers Squibb BMY Stock Holding History

SpiderRock Advisors’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
2024 Q3	$10.8M	Buy	209,524 +62,740	+43%	+$2.94M	0.17%	94
2024 Q2	$6.1M	Buy	146,784 +18,737	+15%	+$838K	0.12%	120
2024 Q1	$6.61M	Buy	+128,047	New	+$6.52M	0.16%	105
2017 Q1	–	Hold	0	–	–	–	969

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SpiderRock Advisors's BMY Position: Q3 2024 in Review

SpiderRock Advisors increased its Bristol-Myers Squibb (BMY) stake by 43% in Q3 2024, buying an estimated $2.94M and bringing the position to 209,524 shares worth $10.8M. The position accounts for 0.17% of the portfolio, ranked #94.

SpiderRock Advisors first reported a position in BMY in Q1 2024 and has held it in 3 quarters since. 2,259 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

SpiderRock Advisors held 209,524 shares of Bristol-Myers Squibb worth $10.8M as of Q3 2024.
SpiderRock Advisors bought 62,740 Bristol-Myers Squibb shares in Q3 2024, an estimated $2.94M.
Bristol-Myers Squibb made up 0.17% of SpiderRock Advisors's portfolio in Q3 2024, its #94 holding.
SpiderRock Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 3 quarters since.
2,259 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.