Wunderlich Capital Managemnt’s Bristol-Myers Squibb BMY Stock Holding History

Wunderlich Capital Managemnt’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
2021 Q4	–	Sell	-12,205	Closed	-$722K	–	90
2021 Q3	$722K	Buy	+12,205	New	+$804K	0.35%	72
2019 Q2	–	Sell	-31,301	Closed	-$1.49M	–	90
2019 Q1	$1.49M	Buy	31,301 +669	+2%	+$33.3K	1.04%	55
2018 Q4	$1.59M	Sell	30,632 -102	-0.3%	-$5.48K	1.22%	36
2018 Q3	$1.91M	Sell	30,734 -1,546	-5%	-$91.7K	1.35%	27
2018 Q2	$1.79M	Buy	+32,280	New	+$1.74M	1.24%	30
2016 Q3	–	Sell	-18,154	Closed	-$1.33M	–	96
2016 Q2	$1.33M	Buy	18,154 +418	+2%	+$29.5K	1.13%	46
2016 Q1	$1.13M	Buy	17,736 +425	+2%	+$26.8K	0.97%	63
2015 Q4	$1.19M	Buy	17,311 +1,711	+11%	+$113K	1.02%	56
2015 Q3	$924K	Buy	+15,600	New	+$990K	0.85%	65

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Wunderlich Capital Managemnt's BMY Position: Q4 2021 in Review

Wunderlich Capital Managemnt sold out of Bristol-Myers Squibb (BMY) in Q4 2021, closing a stake of 12,205 shares — an estimated $722K sold.

Wunderlich Capital Managemnt first reported a position in BMY in Q3 2015 and held it in 9 quarters. The position peaked at $1.91M in Q3 2018. 2,444 funds tracked by Wall St. Rank hold BMY as of Q4 2021.

Wunderlich Capital Managemnt reported no remaining Bristol-Myers Squibb position as of Q4 2021 after selling out during the quarter.
Wunderlich Capital Managemnt sold 12,205 Bristol-Myers Squibb shares in Q4 2021, an estimated $722K.
Wunderlich Capital Managemnt first reported a position in Bristol-Myers Squibb in Q3 2015 and held it in 9 quarters.
Wunderlich Capital Managemnt's Bristol-Myers Squibb position peaked at $1.91M in Q3 2018.
2,444 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2021, filed 14 Feb 2022.