Tilia Fiduciary Partners’s Bristol-Myers Squibb BMY Stock Holding History

Tilia Fiduciary Partners’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	–	Sell	-927	Closed	-$59.3K	–	139
2023 Q2	$59.3K	Sell	927 -19	-2%	-$1.27K	0.05%	190
2023 Q1	$65.6K	Buy	946 +5	+0.5%	+$353	0.06%	185
2022 Q4	$67.7K	Buy	941 +4	+0.4%	+$302	0.07%	173
2022 Q3	$65K	Buy	937 +5	+0.5%	+$363	0.07%	170
2022 Q2	$70K	Buy	932 +2	+0.2%	+$152	0.07%	171
2022 Q1	$68K	Buy	930 +1	+0.1%	+$67	0.06%	192
2021 Q4	$58K	Buy	+929	New	+$54.5K	0.05%	206

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

Tilia Fiduciary Partners's BMY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Bristol-Myers Squibb (BMY) in Q3 2023, closing a stake of 927 shares — an estimated $59.3K sold.

Tilia Fiduciary Partners first reported a position in BMY in Q4 2021 and held it in 7 quarters. The position peaked at $70K in Q2 2022. 2,388 funds tracked by Wall St. Rank hold BMY as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Bristol-Myers Squibb position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 927 Bristol-Myers Squibb shares in Q3 2023, an estimated $59.3K.
Tilia Fiduciary Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Bristol-Myers Squibb position peaked at $70K in Q2 2022.
2,388 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.