Team Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Team Financial Group’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
2023 Q4	–	Sell	-90	Closed	-$5.22K	–	223
2023 Q3	$5.22K	Buy	+90	New	+$5.51K	﹤0.01%	140

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Team Financial Group's BMY Position: Q4 2023 in Review

Team Financial Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 90 shares — an estimated $5.22K sold.

Team Financial Group first reported a position in BMY in Q3 2023 and held it in 1 quarter. The position peaked at $5.22K in Q3 2023. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Team Financial Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 90 Bristol-Myers Squibb shares in Q4 2023, an estimated $5.22K.
Team Financial Group first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 1 quarter.
Team Financial Group's Bristol-Myers Squibb position peaked at $5.22K in Q3 2023.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.