Systematic Portfolios’s Bristol-Myers Squibb BMY Stock Holding History

Systematic Portfolios’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 Q2	–	Sell	-3,974	Closed	-$216K	–	73
2024 Q1	$216K	Buy	+3,974	New	+$202K	0.71%	75

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Systematic Portfolios's BMY Position: Q2 2024 in Review

Systematic Portfolios sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 3,974 shares — an estimated $216K sold.

Systematic Portfolios first reported a position in BMY in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Systematic Portfolios reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 3,974 Bristol-Myers Squibb shares in Q2 2024, an estimated $216K.
Systematic Portfolios first reported a position in Bristol-Myers Squibb in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Bristol-Myers Squibb position peaked at $216K in Q1 2024.
2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.