Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SAS
Stelac Advisory Services’s
Bristol-Myers Squibb
BMY
Stock Holding History
Stelac Advisory Services’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-6,559
Closed
-$419K
–
115
2023
Q2
$419K
Sell
6,559
-409
-6%
-$27.4K
0.19%
96
2023
Q1
$483K
Buy
6,968
+6
+0.1%
+$423
0.21%
84
2022
Q4
$501K
Sell
6,962
-704
-9%
-$53.1K
0.23%
75
2022
Q3
$546K
Hold
7,666
–
–
0.25%
63
2022
Q2
$590K
Buy
7,666
+4,914
+179%
+$374K
0.24%
59
2022
Q1
$201K
Sell
2,752
-5,163
-65%
-$347K
0.07%
101
2021
Q4
$494K
Sell
7,915
-415
-5%
-$24.3K
0.13%
92
2021
Q3
$493K
Sell
8,330
-326
-4%
-$21.5K
0.13%
115
2021
Q2
$578K
Buy
8,656
+5,058
+141%
+$330K
0.13%
120
2021
Q1
$227K
Sell
3,598
-2,326
-39%
-$145K
0.08%
145
2020
Q4
$367K
Buy
5,924
+2,703
+84%
+$166K
0.09%
129
2020
Q3
$194K
Buy
3,221
+84
+3%
+$5.06K
0.07%
132
2020
Q2
$184K
Buy
+3,137
New
+$188K
0.07%
114
2017
Q4
–
Sell
-1,779
Closed
-$113K
–
69
2017
Q3
$113K
Sell
1,779
-1,130
-39%
-$66K
0.03%
76
2017
Q2
$162K
Hold
2,909
–
–
0.05%
57
2017
Q1
$158K
Buy
2,909
+1,130
+64%
+$62K
0.05%
63
2016
Q4
$104K
Buy
+1,779
New
+$97.3K
0.03%
70
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
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close