Symmetry Investments’s Bristol-Myers Squibb BMY Stock Holding History

Symmetry Investments’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
2024 Q3	–	Sell	-13,400	Closed	-$557K	–	131
2024 Q2	$557K	Buy	+13,400	New	+$600K	0.06%	133
2024 Q1	–	Sell	-20,537	Closed	-$1.05M	–	186
2023 Q4	$1.05M	Buy	+20,537	New	+$1.08M	0.08%	127

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Symmetry Investments's BMY Position: Q3 2024 in Review

Symmetry Investments sold out of Bristol-Myers Squibb (BMY) in Q3 2024, closing a stake of 13,400 shares — an estimated $557K sold.

Symmetry Investments first reported a position in BMY in Q4 2023 and held it in 2 quarters. The position peaked at $1.05M in Q4 2023. 2,258 funds tracked by Wall St. Rank hold BMY as of Q3 2024.

Symmetry Investments reported no remaining Bristol-Myers Squibb position as of Q3 2024 after selling out during the quarter.
Symmetry Investments sold 13,400 Bristol-Myers Squibb shares in Q3 2024, an estimated $557K.
Symmetry Investments first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 2 quarters.
Symmetry Investments's Bristol-Myers Squibb position peaked at $1.05M in Q4 2023.
2,258 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2024.

Based on Symmetry Investments's 13F filing for Q3 2024, filed 14 Nov 2024.