TCM
BMY icon

Tuttle Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Tuttle Capital Management’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
2020
Q4 		– Sell
-3,938
Closed -$237K – 187
2020
Q3 		$237K Buy
+3,938
New +$237K 0.16% 106
2019
Q4 		– Sell
-6,289
Closed -$302K – 113
2019
Q3 		$302K Buy
+6,289
New +$296K 0.08% 210

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tuttle Capital Management's BMY Position: Q4 2020 in Review

Tuttle Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 3,938 shares — an estimated $237K sold.

Tuttle Capital Management first reported a position in BMY in Q3 2019 and held it in 2 quarters. The position peaked at $302K in Q3 2019. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Tuttle Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
  • Tuttle Capital Management sold 3,938 Bristol-Myers Squibb shares in Q4 2020, an estimated $237K.
  • Tuttle Capital Management first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 2 quarters.
  • Tuttle Capital Management's Bristol-Myers Squibb position peaked at $302K in Q3 2019.
  • 2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Tuttle Capital Management's 13F filing for Q4 2020, filed 20 Jan 2021.