SEC 13F Intelligence

Hc Financial Advisors Inc / BMY

Hc Financial Advisors Inc’s Bristol-Myers Squibb Co Position

Does Hc Financial Advisors Inc own Bristol-Myers Squibb Co (BMY)? Yes — 27.4K shares worth $2M (+1.41% of its 13F portfolio) as of Q2 2022, down from 29.1K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
27.4K
% of Portfolio
+1.41%
Quarters Held
11
currently held

Position History BMY

Reported value by quarter
Q4 ’19: $734,000Q4 ’19Q1 ’20: $728,000Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202227.4K$2M+1.41%
Q1 202229.1K$2M+1.26%
Q4 202129.2K$2M+1.01%
Q3 202126.4K$2M+0.94%
Q2 202124.0K$2M+0.93%
Q1 202123.3K$1M+0.90%
Q4 202020.6K$1M+0.82%
Q3 202019.1K$1M+0.83%
Q2 202017.8K$1M+0.82%
Q1 202013.1K$728,000+0.65%
Q4 201911.4K$734,000+0.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of BMY.