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Visionary Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Visionary Asset 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
2018
Q4 		$257K Buy
+4,945
New +$266K 0.1% 70
2013
Q4 		– Sell
-15,267
Closed -$679K – 61
2013
Q3 		$679K Buy
+15,267
New +$670K 0.22% 61

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Visionary Asset Management's BMY Position: Q4 2018 in Review

Visionary Asset Management opened a new position in Bristol-Myers Squibb (BMY) in Q4 2018: 4,945 shares worth $257K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings. This is a return to the name: Visionary Asset Management previously reported a position in BMY as recently as Q3 2013.

Visionary Asset Management first reported a position in BMY in Q3 2013 and has held it in 2 quarters since. The position peaked at $679K in Q3 2013. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

  • Visionary Asset Management held 4,945 shares of Bristol-Myers Squibb worth $257K as of Q4 2018.
  • Bristol-Myers Squibb was a new Visionary Asset Management position in Q4 2018.
  • Bristol-Myers Squibb made up 0.1% of Visionary Asset Management's portfolio in Q4 2018, its #70 holding.
  • Visionary Asset Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 2 quarters since.
  • Visionary Asset Management's Bristol-Myers Squibb position peaked at $679K in Q3 2013.
  • 1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.