Sunflower Bank Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$575K	Sell	9,550 -4,865	-34%	-$293K	0.19%	61
2020 Q2	$848K	Sell	14,415 -2,900	-17%	-$173K	0.28%	52
2020 Q1	$965K	Sell	17,315 -9,590	-36%	-$586K	0.37%	43
2019 Q4	$1.73M	Buy	26,905 +6,280	+30%	+$360K	0.53%	30
2019 Q3	$1.05M	Buy	20,625 +300	+1%	+$14.1K	0.33%	50
2019 Q2	$921K	Buy	20,325 +4,555	+29%	+$212K	0.3%	51
2019 Q1	$752K	Buy	15,770 +5,420	+52%	+$270K	0.23%	68
2018 Q4	$538K	Sell	10,350 -880	-8%	-$47.3K	0.17%	83
2018 Q3	$697K	Sell	11,230 -615	-5%	-$36.5K	0.2%	76
2018 Q2	$655K	Sell	11,845 -130	-1%	-$7.02K	0.19%	78
2018 Q1	$758K	Sell	11,975 -100	-0.8%	-$6.43K	0.21%	76
2017 Q4	$740K	Sell	12,075 -1,265	-9%	-$79.1K	0.2%	72
2017 Q3	$850K	Sell	13,340 -21,210	-61%	-$1.24M	0.31%	44
2017 Q2	$1.93M	Sell	34,550 -50	-0.1%	-$2.72K	0.65%	33
2017 Q1	$1.88M	Buy	34,600 +1,000	+3%	+$54.8K	0.64%	33
2016 Q4	$1.96M	Sell	33,600 -170	-0.5%	-$9.29K	0.7%	27
2016 Q3	$1.82M	Sell	33,770 -1,330	-4%	-$85.4K	0.67%	31
2016 Q2	$2.58M	Sell	35,100 -210	-0.6%	-$14.8K	0.91%	24
2016 Q1	$2.26M	Sell	35,310 -457	-1%	-$28.8K	0.81%	27
2015 Q4	$2.46M	Hold	35,767	–	–	0.86%	25
2015 Q3	$2.12M	Sell	35,767 -201	-0.6%	-$12.8K	0.77%	26
2015 Q2	$2.39M	Sell	35,968 -2,591	-7%	-$171K	0.81%	25
2015 Q1	$2.49M	Sell	38,559 -873	-2%	-$54.7K	0.82%	26
2014 Q4	$2.33M	Buy	39,432 +650	+2%	+$36.7K	0.74%	26
2014 Q3	$1.99M	Buy	38,782 +65	+0.2%	+$3.25K	0.68%	27
2014 Q2	$1.88M	Sell	38,717 -10,105	-21%	-$498K	0.76%	30
2014 Q1	$2.54M	Buy	48,822 +395	+0.8%	+$21K	1.23%	18
2013 Q4	$2.57M	Buy	48,427 +20	+0%	+$1.02K	1.3%	16
2013 Q3	$2.24M	Buy	48,407 +3,181	+7%	+$140K	1.21%	18
2013 Q2	$2.02M	Buy	+45,226	New	+$1.96M	1.09%	18

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Sunflower Bank Wealth Management's BMY Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 34% in Q3 2020, selling an estimated $293K and leaving 9,550 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #61.

Sunflower Bank Wealth Management first reported a position in BMY in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.58M in Q2 2016. 2,214 funds tracked by Wall St. Rank hold BMY as of Q3 2020.

Sunflower Bank Wealth Management held 9,550 shares of Bristol-Myers Squibb worth $575K as of Q3 2020.
Sunflower Bank Wealth Management sold 4,865 Bristol-Myers Squibb shares in Q3 2020, an estimated $293K.
Bristol-Myers Squibb made up 0.19% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #61 holding.
Sunflower Bank Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Bristol-Myers Squibb position peaked at $2.58M in Q2 2016.
2,214 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.