Squar Milner Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-5,786	Closed	-$340K	–	31
2020 Q2	$340K	Buy	5,786 +360	+7%	+$21.5K	0.19%	132
2020 Q1	$302K	Sell	5,426 -191	-3%	-$11.7K	0.18%	120
2019 Q4	$360K	Sell	5,617 -343	-6%	-$19.6K	0.18%	121
2019 Q3	$359K	Buy	5,960 +1,995	+50%	+$93.8K	0.18%	137
2019 Q2	$180K	Sell	3,965 -244	-6%	-$11.4K	0.12%	178
2019 Q1	$200K	Buy	4,209 +223	+6%	+$11.1K	0.15%	166
2018 Q4	$207K	Hold	3,986	–	–	0.2%	129
2018 Q3	$247K	Buy	3,986 +3,669	+1,157%	+$218K	0.22%	122
2018 Q2	$18K	Buy	+317	New	+$17.1K	0.02%	494

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Squar Milner Financial Services's BMY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Bristol-Myers Squibb (BMY) in Q3 2020, closing a stake of 5,786 shares — an estimated $340K sold.

Squar Milner Financial Services first reported a position in BMY in Q2 2018 and held it in 9 quarters. The position peaked at $360K in Q4 2019. 2,215 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

Squar Milner Financial Services reported no remaining Bristol-Myers Squibb position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,786 Bristol-Myers Squibb shares in Q3 2020, an estimated $340K.
Squar Milner Financial Services first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Bristol-Myers Squibb position peaked at $360K in Q4 2019.
2,215 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.