Whitener Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-378	Closed	-$19K	–	174
2019 Q3	$19K	Buy	378 +129	+52%	+$6.06K	0.01%	300
2019 Q2	$11K	Buy	249 +1	+0.4%	+$47	0.01%	334
2019 Q1	$11K	Sell	248 -619	-71%	-$30.8K	0.01%	326
2018 Q4	$45K	Buy	867 +1	+0.1%	+$54	0.03%	202
2018 Q3	$53K	Buy	+866	New	+$51.4K	0.03%	196
2018 Q2	–	Sell	-1,064	Closed	-$67K	–	155
2018 Q1	$67K	Sell	1,064 -513	-33%	-$33K	0.05%	170
2017 Q4	$96K	Buy	+1,577	New	+$98.6K	0.08%	149

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Whitener Capital Management's BMY Position: Q4 2019 in Review

Whitener Capital Management sold out of Bristol-Myers Squibb (BMY) in Q4 2019, closing a stake of 378 shares — an estimated $19K sold.

Whitener Capital Management first reported a position in BMY in Q4 2017 and held it in 7 quarters. The position peaked at $96K in Q4 2017. 2,217 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

Whitener Capital Management reported no remaining Bristol-Myers Squibb position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 378 Bristol-Myers Squibb shares in Q4 2019, an estimated $19K.
Whitener Capital Management first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Bristol-Myers Squibb position peaked at $96K in Q4 2017.
2,217 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.