Verus Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Verus Financial 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
2020 Q4	–	Sell	-10,331	Closed	-$623K	–	99
2020 Q3	$623K	Buy	+10,331	New	+$622K	0.23%	76
2017 Q2	–	Sell	-3,788	Closed	-$206K	–	47
2017 Q1	$206K	Buy	+3,788	New	+$208K	0.08%	51
2016 Q3	–	Sell	-2,961	Closed	-$218K	–	46
2016 Q2	$218K	Buy	+2,961	New	+$209K	0.1%	40
2016 Q1	–	Sell	-3,095	Closed	-$213K	–	48
2015 Q4	$213K	Buy	+3,095	New	+$205K	0.1%	45
2015 Q3	–	Sell	-3,093	Closed	-$206K	–	40
2015 Q2	$206K	Sell	3,093 -131	-4%	-$8.63K	0.1%	41
2015 Q1	$208K	Buy	+3,224	New	+$202K	0.11%	41

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Verus Financial Partners's BMY Position: Q4 2020 in Review

Verus Financial Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2020, closing a stake of 10,331 shares — an estimated $623K sold.

Verus Financial Partners first reported a position in BMY in Q1 2015 and held it in 6 quarters. The position peaked at $623K in Q3 2020. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

Verus Financial Partners reported no remaining Bristol-Myers Squibb position as of Q4 2020 after selling out during the quarter.
Verus Financial Partners sold 10,331 Bristol-Myers Squibb shares in Q4 2020, an estimated $623K.
Verus Financial Partners first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 6 quarters.
Verus Financial Partners's Bristol-Myers Squibb position peaked at $623K in Q3 2020.
2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.