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Zimmermann Investment Management & Planning’s Bristol-Myers Squibb BMY Stock Holding History

Zimmermann Investment Management & Planning’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
Q1 		– Sell
-5,560
Closed -$400K – 114
2022
Q4 		$400K Buy
+5,560
New +$419K 0.23% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zimmermann Investment Management & Planning's BMY Position: Q1 2023 in Review

Zimmermann Investment Management & Planning sold out of Bristol-Myers Squibb (BMY) in Q1 2023, closing a stake of 5,560 shares — an estimated $400K sold.

Zimmermann Investment Management & Planning first reported a position in BMY in Q4 2022 and held it in 1 quarter. The position peaked at $400K in Q4 2022. 2,540 funds tracked by Wall St. Rank hold BMY as of Q1 2023.

  • Zimmermann Investment Management & Planning reported no remaining Bristol-Myers Squibb position as of Q1 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,560 Bristol-Myers Squibb shares in Q1 2023, an estimated $400K.
  • Zimmermann Investment Management & Planning first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Bristol-Myers Squibb position peaked at $400K in Q4 2022.
  • 2,540 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2023, filed 25 Apr 2023.