Zullo Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Zullo Investment 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	-3,506	Closed	-$203K	–	151
2023 Q3	$203K	Buy	3,506 +262	+8%	+$16.1K	0.12%	132
2023 Q2	$207K	Sell	3,244 -88	-3%	-$5.9K	0.12%	133
2023 Q1	$231K	Buy	3,332 +13	+0.4%	+$917	0.14%	121
2022 Q4	$239K	Buy	3,319 +16	+0.5%	+$1.21K	0.15%	115
2022 Q3	$235K	Buy	3,303 +60	+2%	+$4.35K	0.15%	115
2022 Q2	$250K	Buy	3,243 +10	+0.3%	+$762	0.16%	114
2022 Q1	$236K	Sell	3,233 -10	-0.3%	-$671	0.12%	137
2021 Q4	$202K	Buy	+3,243	New	+$190K	0.1%	159

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

Zullo Investment Group's BMY Position: Q4 2023 in Review

Zullo Investment Group sold out of Bristol-Myers Squibb (BMY) in Q4 2023, closing a stake of 3,506 shares — an estimated $203K sold.

Zullo Investment Group first reported a position in BMY in Q4 2021 and held it in 8 quarters. The position peaked at $250K in Q2 2022. 2,363 funds tracked by Wall St. Rank hold BMY as of Q4 2023.

Zullo Investment Group reported no remaining Bristol-Myers Squibb position as of Q4 2023 after selling out during the quarter.
Zullo Investment Group sold 3,506 Bristol-Myers Squibb shares in Q4 2023, an estimated $203K.
Zullo Investment Group first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 8 quarters.
Zullo Investment Group's Bristol-Myers Squibb position peaked at $250K in Q2 2022.
2,363 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2023.

Based on Zullo Investment Group's 13F filing for Q4 2023, filed 19 Jan 2024.