SFM
BMY icon

Systematic Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Systematic Financial 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
2017
Q1 		– Sell
-88,232
Closed -$5.16M – 643
2016
Q4 		$5.16M Buy
+88,232
New +$4.82M 0.08% 267
2015
Q3 		– Sell
-168,781
Closed -$11.2M – 644
2015
Q2 		$11.2M Sell
168,781
-26,612
-14% -$1.75M 0.1% 226
2015
Q1 		$12.6M Sell
195,393
-11,315
-5% -$708K 0.1% 233
2014
Q4 		$12.2M Buy
206,708
+14,980
+8% +$845K 0.09% 238
2014
Q3 		$9.81M Sell
191,728
-4,493
-2% -$224K 0.07% 277
2014
Q2 		$9.52M Buy
+196,221
New +$9.67M 0.07% 290

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return