Advisory Research’s Becton Dickinson BDX Stock Holding History

Advisory Research’s Portfolio BDX Stock Details BDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,004	Closed	-$260K	–	349
2023 Q3	$260K	Sell	1,004 -49	-5%	-$13.2K	0.04%	397
2023 Q2	$278K	Buy	+1,053	New	+$267K	0.04%	384
2014 Q2	–	Sell	-614	Closed	-$70K	–	364
2014 Q1	$70K	Buy	+614	New	+$67.5K	﹤0.01%	494
2013 Q3	–	Sell	-170,983	Closed	-$16.5M	–	306
2013 Q2	$16.5M	Buy	+170,983	New	+$16.3M	0.19%	132

Other funds holding BDX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Advisory Research's BDX Position: Q4 2023 in Review

Advisory Research sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,004 shares — an estimated $260K sold.

Advisory Research first reported a position in BDX in Q2 2013 and held it in 4 quarters. The position peaked at $16.5M in Q2 2013. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Advisory Research reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,004 Becton Dickinson shares in Q4 2023, an estimated $260K.
Advisory Research first reported a position in Becton Dickinson in Q2 2013 and held it in 4 quarters.
Advisory Research's Becton Dickinson position peaked at $16.5M in Q2 2013.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.