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Welch Investments’s Bristol-Myers Squibb BMY Stock Holding History

Welch Investments’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
2017
Q4 		$132K Sell
2,153
-155
-7% -$9.7K 0.08% 46
2017
Q3 		$147K Buy
2,308
+199
+9% +$11.6K 0.1% 44
2017
Q2 		$118K Hold
2,109
– – 0.09% 43
2017
Q1 		$115K Buy
2,109
+79
+4% +$4.33K 0.09% 43
2016
Q4 		$119K Buy
+2,030
New +$111K 0.1% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Investments's BMY Position: Q4 2017 in Review

Welch Investments reduced its Bristol-Myers Squibb (BMY) stake by 6.7% in Q4 2017, selling an estimated $9.7K and leaving 2,153 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #46.

Welch Investments first reported a position in BMY in Q4 2016 and has held it in 5 quarters since. The position peaked at $147K in Q3 2017. 1,735 funds tracked by Wall St. Rank hold BMY as of Q4 2017.

  • Welch Investments held 2,153 shares of Bristol-Myers Squibb worth $132K as of Q4 2017.
  • Welch Investments sold 155 Bristol-Myers Squibb shares in Q4 2017, an estimated $9.7K.
  • Bristol-Myers Squibb made up 0.08% of Welch Investments's portfolio in Q4 2017, its #46 holding.
  • Welch Investments first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 5 quarters since.
  • Welch Investments's Bristol-Myers Squibb position peaked at $147K in Q3 2017.
  • 1,735 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.