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Winchester Group’s Bristol-Myers Squibb BMY Stock Holding History

Winchester Group’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
2013
Q3 		$912K Sell
19,718
-1,450
-7% -$63.6K 0.2% 110
2013
Q2 		$945K Buy
+21,168
New +$919K 0.2% 111

Other funds holding BMY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Winchester Group's BMY Position: Q3 2013 in Review

Winchester Group reduced its Bristol-Myers Squibb (BMY) stake by 6.8% in Q3 2013, selling an estimated $63.6K and leaving 19,718 shares worth $912K. The position accounts for 0.2% of the portfolio, ranked #110.

Winchester Group first reported a position in BMY in Q2 2013 and has held it in 2 quarters since. The position peaked at $945K in Q2 2013. 1,188 funds tracked by Wall St. Rank hold BMY as of Q3 2013.

  • Winchester Group held 19,718 shares of Bristol-Myers Squibb worth $912K as of Q3 2013.
  • Winchester Group sold 1,450 Bristol-Myers Squibb shares in Q3 2013, an estimated $63.6K.
  • Bristol-Myers Squibb made up 0.2% of Winchester Group's portfolio in Q3 2013, its #110 holding.
  • Winchester Group first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Bristol-Myers Squibb position peaked at $945K in Q2 2013.
  • 1,188 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.