Surevest, LLC’s Bristol-Myers Squibb Co Position
Does Surevest, LLC own Bristol-Myers Squibb Co (BMY)? Yes — 52.8K shares worth $4M (+1.02% of its 13F portfolio) as of Q3 2022, down from 53.1K shares the prior filed quarter.
Position Value
$4M
Q3 2022
Shares
52.8K
% of Portfolio
+1.02%
Quarters Held
16
currently held
Position History BMY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 52.8K | $4M | +1.02% |
| Q2 2022 | 53.1K | $4M | +1.07% |
| Q1 2022 | 52.6K | $4M | +0.93% |
| Q4 2021 | 66.1K | $4M | +0.98% |
| Q3 2021 | 72.9K | $4M | +1.09% |
| Q2 2021 | 66.3K | $4M | +1.16% |
| Q1 2021 | 69.2K | $4M | +1.32% |
| Q4 2020 | 61.5K | $4M | +1.27% |
| Q3 2020 | 57.6K | $3M | +1.36% |
| Q2 2020 | 53.4K | $3M | +1.39% |
| Q1 2020 | 48.3K | $3M | +1.47% |
| Q4 2019 | 32.3K | $2M | +0.89% |
| Q3 2019 | 19.3K | $980,000 | +0.48% |
| Q2 2019 | 14.6K | $663,000 | +0.34% |
| Q1 2019 | 6.6K | $315,000 | +0.19% |
| Q4 2018 | 5.2K | $272,000 | +0.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of BMY.