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Stansberry Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Stansberry Asset Management’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
2019
Q2 		– Sell
-666,100
Closed -$31.5M – 57
2019
Q1 		$31.5M Buy
+666,100
New +$33.2M 10.81% 1

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stansberry Asset Management's BMY Position: Q4 2023 in Review

Stansberry Asset Management sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 14,472 shares — an estimated $840K sold.

Stansberry Asset Management first reported a position in BMY in Q4 2017 and held it in 15 quarters. The position peaked at $14.9M in Q2 2022. 2,364 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Stansberry Asset Management reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
  • Stansberry Asset Management sold 14,472 Bristol-Myers Squibb shares in Q4 2023, an estimated $840K.
  • Stansberry Asset Management first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 15 quarters.
  • Stansberry Asset Management's Bristol-Myers Squibb position peaked at $14.9M in Q2 2022.
  • 2,364 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Stansberry Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.