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SC
Stratford Consulting’s
Bristol-Myers Squibb
BMY
Stock Holding History
Stratford Consulting’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
Q1
–
Sell
-3,322
Closed
-$213K
–
89
2019
Q4
$213K
Buy
+3,322
New
+$190K
0.07%
54
2017
Q4
–
Sell
-3,210
Closed
-$205K
–
56
2017
Q3
$205K
Buy
+3,210
New
+$187K
0.08%
50
2016
Q3
–
Sell
-5,680
Closed
-$418K
–
55
2016
Q2
$418K
Sell
5,680
-1,232
-18%
-$87.1K
0.19%
34
2016
Q1
$442K
Buy
6,912
+31
+0.5%
+$1.96K
0.21%
34
2015
Q4
$473K
Sell
6,881
-230
-3%
-$15.2K
0.24%
33
2015
Q3
$421K
Buy
7,111
+31
+0.4%
+$1.97K
0.23%
34
2015
Q2
$471K
Sell
7,080
-1,020
-13%
-$67.2K
0.24%
34
2015
Q1
$522K
Sell
8,100
-441
-5%
-$27.6K
0.26%
34
2014
Q4
$504K
Buy
8,541
+43
+0.5%
+$2.42K
0.26%
33
2014
Q3
$435K
Buy
8,498
+46
+0.5%
+$2.3K
0.23%
36
2014
Q2
$410K
Buy
8,452
+46
+0.5%
+$2.27K
0.21%
36
2014
Q1
$437K
Sell
8,406
-123
-1%
-$6.54K
0.24%
31
2013
Q4
$453K
Sell
8,529
-327
-4%
-$16.7K
0.26%
32
2013
Q3
$410K
Buy
8,856
+63
+0.7%
+$2.77K
0.25%
31
2013
Q2
$393K
Buy
+8,793
New
+$382K
0.24%
30
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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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
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