Wilen Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Wilen Investment 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
2022 Q3	$891K	Hold	12,638	–	–	0.91%	25
2022 Q2	$967K	Hold	12,638	–	–	0.84%	24
2022 Q1	$916K	Sell	12,638 -100	-0.8%	-$6.71K	0.69%	30
2021 Q4	$790K	Sell	12,738 -100	-0.8%	-$5.87K	0.6%	31
2021 Q3	$754K	Hold	12,838	–	–	0.62%	30
2021 Q2	$854K	Buy	12,838 +4,400	+52%	+$287K	0.73%	30
2021 Q1	$529K	Hold	8,438	–	–	0.47%	35
2020 Q4	$519K	Buy	8,438 +1,500	+22%	+$92.2K	0.52%	34
2020 Q3	$437K	Buy	+6,938	New	+$418K	0.48%	37

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

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

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

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

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

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

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

Wilen Investment Management's BMY Position: Q3 2022 in Review

Wilen Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q3 2022 at 12,638 shares worth $891K. The position accounts for 0.91% of the portfolio, ranked #25.

Wilen Investment Management first reported a position in BMY in Q3 2020 and has held it in 9 quarters since. The position peaked at $967K in Q2 2022. 2,470 funds tracked by Wall St. Rank hold BMY as of Q3 2022.

Wilen Investment Management held 12,638 shares of Bristol-Myers Squibb worth $891K as of Q3 2022.
Wilen Investment Management left its Bristol-Myers Squibb share count unchanged in Q3 2022.
Bristol-Myers Squibb made up 0.91% of Wilen Investment Management's portfolio in Q3 2022, its #25 holding.
Wilen Investment Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 9 quarters since.
Wilen Investment Management's Bristol-Myers Squibb position peaked at $967K in Q2 2022.
2,470 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.