Tirschwell & Loewy’s Bristol-Myers Squibb BMY Stock Holding History

Tirschwell & Loewy’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
2019 Q1	$520K	Hold	10,900	–	–	0.07%	56
2018 Q4	$567K	Hold	10,900	–	–	0.09%	55
2018 Q3	$677K	Hold	10,900	–	–	0.08%	53
2018 Q2	$603K	Buy	10,900 +1,000	+10%	+$54K	0.08%	60
2018 Q1	$626K	Hold	9,900	–	–	0.09%	62
2017 Q4	$607K	Hold	9,900	–	–	0.09%	65
2017 Q3	$631K	Hold	9,900	–	–	0.1%	65
2017 Q2	$552K	Hold	9,900	–	–	0.09%	69
2017 Q1	$538K	Hold	9,900	–	–	0.09%	68
2016 Q4	$579K	Hold	9,900	–	–	0.1%	67
2016 Q3	$534K	Hold	9,900	–	–	0.09%	69
2016 Q2	$728K	Hold	9,900	–	–	0.13%	65
2016 Q1	$632K	Hold	9,900	–	–	0.11%	67
2015 Q4	$681K	Hold	9,900	–	–	0.12%	67
2015 Q3	$586K	Hold	9,900	–	–	0.11%	66
2015 Q2	$659K	Sell	9,900 -600	-6%	-$39.5K	0.11%	67
2015 Q1	$677K	Sell	10,500 -100	-0.9%	-$6.26K	0.11%	67
2014 Q4	$626K	Hold	10,600	–	–	0.1%	67
2014 Q3	$543K	Hold	10,600	–	–	0.09%	67
2014 Q2	$514K	Hold	10,600	–	–	0.08%	67
2014 Q1	$551K	Sell	10,600 -1,900	-15%	-$101K	0.09%	69
2013 Q4	$664K	Hold	12,500	–	–	0.12%	68
2013 Q3	$579K	Hold	12,500	–	–	0.11%	68
2013 Q2	$559K	Buy	+12,500	New	+$543K	0.12%	70

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

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

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return