Tiedemann Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Tiedemann Advisors’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 Q3	$227K	Sell	3,909 -70	-2%	-$4.29K	0.01%	252
2023 Q2	$254K	Sell	3,979 -1,599	-29%	-$107K	0.01%	217
2023 Q1	$387K	Buy	5,578 +1,100	+25%	+$77.6K	0.02%	182
2022 Q4	$322K	Buy	4,478 +155	+4%	+$11.7K	0.02%	192
2022 Q3	$308K	Buy	4,323 +653	+18%	+$47.4K	0.02%	186
2022 Q2	$285K	Sell	3,670 -365	-9%	-$27.8K	0.02%	189
2022 Q1	$298K	Buy	4,035 +323	+9%	+$21.7K	0.02%	228
2021 Q4	$230K	Sell	3,712 -2,083	-36%	-$122K	0.01%	258
2021 Q3	$347K	Sell	5,795 -3,566	-38%	-$235K	0.02%	230
2021 Q2	$626K	Sell	9,361 -383	-4%	-$25K	0.03%	213
2021 Q1	$619K	Buy	9,744 +485	+5%	+$30.2K	0.03%	197
2020 Q4	$579K	Buy	9,259 +208	+2%	+$12.8K	0.03%	195
2020 Q3	$544K	Sell	9,051 -309	-3%	-$18.6K	0.03%	222
2020 Q2	$553K	Buy	9,360 +89	+1%	+$5.32K	0.03%	205
2020 Q1	$517K	Sell	9,271 -28	-0.3%	-$1.71K	0.03%	200
2019 Q4	$597K	Buy	9,299 +967	+12%	+$55.4K	0.03%	196
2019 Q3	$424K	Sell	8,332 -223	-3%	-$10.5K	0.02%	232
2019 Q2	$388K	Sell	8,555 -11,921	-58%	-$555K	0.02%	220
2019 Q1	$976K	Sell	20,476 -1,688	-8%	-$84.1K	0.05%	221
2018 Q4	$1.15M	Buy	22,164 +3,350	+18%	+$180K	0.06%	190
2018 Q3	$1.17M	Buy	18,814 +3,940	+26%	+$234K	0.07%	156
2018 Q2	$823K	Sell	14,874 -7,411	-33%	-$400K	0.05%	184
2018 Q1	$1.41M	Buy	22,285 +16,620	+293%	+$1.07M	0.1%	117
2017 Q4	$347K	Sell	5,665 -3,651	-39%	-$228K	0.03%	178
2017 Q3	$549K	Sell	9,316 -25,450	-73%	-$1.49M	0.05%	202
2017 Q2	$1.92M	Buy	34,766 +5,717	+20%	+$311K	0.14%	130
2017 Q1	$1.58M	Buy	29,049 +7,304	+34%	+$401K	0.13%	135
2016 Q4	$1.27M	Buy	21,745 +3,825	+21%	+$209K	0.13%	126
2016 Q3	$892K	Buy	+17,920	New	+$1.15M	0.19%	67

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tiedemann Advisors's BMY Position: Q3 2023 in Review

Tiedemann Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q3 2023, selling an estimated $4.29K and leaving 3,909 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #252.

Tiedemann Advisors first reported a position in BMY in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.92M in Q2 2017. 2,387 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Tiedemann Advisors held 3,909 shares of Bristol-Myers Squibb worth $227K as of Q3 2023.
Tiedemann Advisors sold 70 Bristol-Myers Squibb shares in Q3 2023, an estimated $4.29K.
Bristol-Myers Squibb made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #252 holding.
Tiedemann Advisors first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 29 quarters since.
Tiedemann Advisors's Bristol-Myers Squibb position peaked at $1.92M in Q2 2017.
2,387 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.