TIMH
BMY icon

Tilt Investment Management Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Tilt Investment Management Holdings’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 		$421K Sell
8,211
-3,127
-28% -$164K 0.46% 56
2023
Q3 		$658K Hold
11,338
– – 0.47% 64
2023
Q2 		$725K Hold
11,338
– – 0.48% 57
2023
Q1 		$772K Buy
11,338
+1,441
+15% +$102K 0.57% 51
2022
Q4 		$712K Buy
+9,897
New +$746K 0.6% 48

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tilt Investment Management Holdings's BMY Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Bristol-Myers Squibb (BMY) stake by 28% in Q4 2023, selling an estimated $164K and leaving 8,211 shares worth $421K. The position accounts for 0.46% of the portfolio, ranked #56.

Tilt Investment Management Holdings first reported a position in BMY in Q4 2022 and has held it in 5 quarters since. The position peaked at $772K in Q1 2023. 2,364 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

  • Tilt Investment Management Holdings held 8,211 shares of Bristol-Myers Squibb worth $421K as of Q4 2023.
  • Tilt Investment Management Holdings sold 3,127 Bristol-Myers Squibb shares in Q4 2023, an estimated $164K.
  • Bristol-Myers Squibb made up 0.46% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #56 holding.
  • Tilt Investment Management Holdings first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Bristol-Myers Squibb position peaked at $772K in Q1 2023.
  • 2,364 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.