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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
2017
Q4 		– Hold
0
– -$1K – 68
2017
Q3 		– Hold
0
– – – 645

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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. 2,258 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.
  • 2,258 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.