Standard Family Office’s Bristol-Myers Squibb BMY Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-120	Closed	-$9K	–	62
2022 Q3	$9K	Buy	+120	New	+$8.71K	﹤0.01%	257
2021 Q3	–	Sell	-99	Closed	-$7K	–	125
2021 Q2	$7K	Sell	99 -1,626	-94%	-$106K	﹤0.01%	263
2021 Q1	$109K	Hold	1,725	–	–	0.03%	187
2020 Q4	$107K	Buy	+1,725	New	+$106K	0.03%	194

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Standard Family Office's BMY Position: Q4 2022 in Review

Standard Family Office sold out of Bristol-Myers Squibb (BMY) in Q4 2022, closing a stake of 120 shares — an estimated $9K sold.

Standard Family Office first reported a position in BMY in Q4 2020 and held it in 4 quarters. The position peaked at $109K in Q1 2021. 2,600 funds tracked by Wall St. Rank hold BMY as of Q4 2022.

Standard Family Office reported no remaining Bristol-Myers Squibb position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 120 Bristol-Myers Squibb shares in Q4 2022, an estimated $9K.
Standard Family Office first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 4 quarters.
Standard Family Office's Bristol-Myers Squibb position peaked at $109K in Q1 2021.
2,600 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.