Sterling Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-679	Closed	-$40K	–	138
2021 Q3	$40K	Buy	679 +1	+0.1%	+$66	0.03%	201
2021 Q2	$45K	Buy	678 +2	+0.3%	+$130	0.03%	173
2021 Q1	$43K	Sell	676 -43	-6%	-$2.67K	0.03%	163
2020 Q4	$45K	Buy	+719	New	+$44.2K	0.04%	154

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Sterling Financial Planning's BMY Position: Q4 2021 in Review

Sterling Financial Planning sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 679 shares — an estimated $40K sold.

Sterling Financial Planning first reported a position in BMY in Q4 2020 and held it in 4 quarters. The position peaked at $45K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Sterling Financial Planning reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 679 Bristol-Myers Squibb shares in Q4 2021, an estimated $40K.
Sterling Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Bristol-Myers Squibb position peaked at $45K in Q2 2021.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.