World Equity Group’s Bristol-Myers Squibb BMY Stock Holding History

World Equity 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
2023 Q4	–	Sell	-4,146	Closed	-$241K	–	334
2023 Q3	$241K	Buy	+4,146	New	+$254K	0.05%	291
2023 Q2	–	Sell	-7,485	Closed	-$255K	–	341
2023 Q1	$255K	Buy	+7,485	New	+$528K	0.04%	416
2022 Q3	–	Sell	-2,742	Closed	-$211K	–	323
2022 Q2	$211K	Sell	2,742 -1,278	-32%	-$97.3K	0.05%	311
2022 Q1	$294K	Buy	+4,020	New	+$270K	0.06%	276

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

World Equity Group's BMY Position: Q4 2023 in Review

World Equity Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 4,146 shares — an estimated $241K sold.

World Equity Group first reported a position in BMY in Q1 2022 and held it in 4 quarters. The position peaked at $294K in Q1 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

World Equity Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 4,146 Bristol-Myers Squibb shares in Q4 2023, an estimated $241K.
World Equity Group first reported a position in Bristol-Myers Squibb in Q1 2022 and held it in 4 quarters.
World Equity Group's Bristol-Myers Squibb position peaked at $294K in Q1 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.