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Winslow Evans & Crocker’s Bristol-Myers Squibb BMY Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.9M Buy
30,667
+12,366
+68% +$760K 0.36% 57
2020
Q3 		$1.1M Sell
18,301
-4,285
-19% -$258K 0.27% 81
2020
Q2 		$1.33M Buy
22,586
+878
+4% +$52.5K 0.35% 62
2020
Q1 		$1.21M Sell
21,708
-1,884
-8% -$115K 0.4% 62
2019
Q4 		$1.52M Buy
23,592
+7,930
+51% +$454K 0.39% 60
2019
Q3 		$796K Sell
15,662
-500
-3% -$23.5K 0.22% 101
2019
Q2 		$734K Buy
16,162
+2,846
+21% +$133K 0.2% 112
2019
Q1 		$636K Sell
13,316
-100
-0.7% -$4.98K 0.18% 126
2018
Q4 		$698K Hold
13,416
– – 0.23% 94
2018
Q3 		$834K Sell
13,416
-414
-3% -$24.6K 0.25% 92
2018
Q2 		$768K Sell
13,830
-1,106
-7% -$59.7K 0.24% 105
2018
Q1 		$945K Hold
14,936
– – 0.31% 79
2017
Q4 		$915K Sell
14,936
-820
-5% -$51.3K 0.29% 80
2017
Q3 		$1M Sell
15,756
-8,548
-35% -$499K 0.33% 67
2017
Q2 		$1.35M Buy
24,304
+5,324
+28% +$290K 0.37% 64
2017
Q1 		$1.03M Sell
18,980
-574
-3% -$31.5K 0.32% 65
2016
Q4 		$1.14M Buy
19,554
+4,004
+26% +$219K 0.35% 61
2016
Q3 		$838K Sell
15,550
-1,956
-11% -$126K 0.24% 93
2016
Q2 		$1.29M Sell
17,506
-9,623
-35% -$680K 0.38% 59
2016
Q1 		$1.73M Buy
27,129
+629
+2% +$39.7K 0.52% 46
2015
Q4 		$1.82M Buy
26,500
+3,274
+14% +$216K 0.52% 43
2015
Q3 		$1.37M Sell
23,226
-100
-0.4% -$6.34K 0.43% 52
2015
Q2 		$1.55M Buy
23,326
+10,126
+77% +$667K 0.44% 50
2015
Q1 		$851K Sell
13,200
-540
-4% -$33.8K 0.24% 94
2014
Q4 		$811K Buy
13,740
+798
+6% +$45K 0.23% 95
2014
Q3 		$662K Buy
12,942
+2,429
+23% +$121K 0.19% 126
2014
Q2 		$510K Buy
10,513
+215
+2% +$10.6K 0.17% 154
2014
Q1 		$535K Buy
10,298
+145
+1% +$7.72K 0.18% 133
2013
Q4 		$540K Buy
+10,153
New +$517K 0.18% 135

Other funds holding BMY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's BMY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Bristol-Myers Squibb (BMY) stake by 68% in Q4 2020, buying an estimated $760K and bringing the position to 30,667 shares worth $1.9M. The position accounts for 0.36% of the portfolio, ranked #57.

Winslow Evans & Crocker first reported a position in BMY in Q4 2013 and has held it in 29 quarters since. 2,359 funds tracked by Wall St. Rank hold BMY as of Q4 2020.

  • Winslow Evans & Crocker held 30,667 shares of Bristol-Myers Squibb worth $1.9M as of Q4 2020.
  • Winslow Evans & Crocker bought 12,366 Bristol-Myers Squibb shares in Q4 2020, an estimated $760K.
  • Bristol-Myers Squibb made up 0.36% of Winslow Evans & Crocker's portfolio in Q4 2020, its #57 holding.
  • Winslow Evans & Crocker first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 29 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.