UBS O'Connor’s Bristol-Myers Squibb BMY Stock Holding History

UBS O'Connor’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
2025 Q3	–	Sell	-40,000	Closed	-$9K	–	309
2025 Q2	$9K	Buy	+40,000	New	+$1.96M	﹤0.01%	352

Other funds holding BMY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS O'Connor's BMY Position: Q3 2013 in Review

UBS O'Connor sold out of Bristol-Myers Squibb (BMY) in Q3 2013, closing a stake of 107,000 shares — an estimated $4.78M sold.

UBS O'Connor first reported a position in BMY in Q2 2013 and held it in 1 quarter. The position peaked at $4.78M in Q2 2013. 1,188 funds tracked by Wall St. Rank hold BMY as of Q3 2013.

UBS O'Connor reported no remaining Bristol-Myers Squibb position as of Q3 2013 after selling out during the quarter.
UBS O'Connor sold 107,000 Bristol-Myers Squibb shares in Q3 2013, an estimated $4.78M.
UBS O'Connor first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 1 quarter.
UBS O'Connor's Bristol-Myers Squibb position peaked at $4.78M in Q2 2013.
1,188 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2013.

Based on UBS O'Connor's 13F filing for Q3 2013, filed 14 Nov 2013.