Westchester Capital Management (Nebraska)’s Bristol-Myers Squibb BMY Stock Holding History

Westchester Capital Management (Nebraska)’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
2023 Q1	–	Sell	-75	Closed	-$5.4K	–	47
2022 Q4	$5.4K	Hold	75	–	–	﹤0.01%	44
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	46
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	48
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	46
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	44
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	46
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	43
2021 Q1	$5K	Buy	+75	New	+$4.67K	﹤0.01%	46
2020 Q2	–	Sell	-587	Closed	-$33K	–	42
2020 Q1	$33K	Hold	587	–	–	0.01%	37
2019 Q4	$38K	Buy	+587	New	+$33.6K	0.01%	38

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Westchester Capital Management (Nebraska)'s BMY Position: Q1 2023 in Review

Westchester Capital Management (Nebraska) sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 75 shares — an estimated $5.4K sold.

Westchester Capital Management (Nebraska) first reported a position in BMY in Q4 2019 and held it in 10 quarters. The position peaked at $38K in Q4 2019. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

Westchester Capital Management (Nebraska) reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
Westchester Capital Management (Nebraska) sold 75 Bristol-Myers Squibb shares in Q1 2023, an estimated $5.4K.
Westchester Capital Management (Nebraska) first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 10 quarters.
Westchester Capital Management (Nebraska)'s Bristol-Myers Squibb position peaked at $38K in Q4 2019.
2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q1 2023, filed 15 May 2023.