AWM
BDX icon

Aevitas Wealth Management’s Becton Dickinson BDX Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$4.11M Buy
16,149
+86
+0.5% +$20.3K 2.43% 10
2022
Q3 		$3.58M Sell
16,063
-43
-0.3% -$10.7K 2.69% 9
2022
Q2 		$3.97M Sell
16,106
-489
-3% -$124K 2.69% 9
2022
Q1 		$4.31M Buy
16,595
+7
+0% +$1.8K 2.63% 8
2021
Q4 		$4.07M Buy
16,588
+308
+2% +$73.8K 2.42% 10
2021
Q3 		$3.9M Buy
16,280
+369
+2% +$90.5K 2.49% 9
2021
Q2 		$3.77M Buy
15,911
+1,111
+8% +$266K 2.41% 8
2021
Q1 		$3.51M Buy
14,800
+355
+2% +$86.7K 2.45% 8
2020
Q4 		$3.53M Buy
14,445
+7,886
+120% +$1.84M 2.58% 8
2020
Q3 		$1.49M Buy
6,559
+6
+0.1% +$1.47K 1.23% 23
2020
Q2 		$1.53M Buy
6,553
+4
+0.1% +$964 1.41% 19
2020
Q1 		$1.47M Buy
6,549
+390
+6% +$96.3K 1.64% 16
2019
Q4 		$1.63M Sell
6,159
-49
-0.8% -$12.2K 1.54% 20
2019
Q3 		$1.53M Buy
6,208
+2
+0% +$494 1.54% 20
2019
Q2 		$1.53M Sell
6,206
-638
-9% -$148K 1.54% 20
2019
Q1 		$1.67M Buy
6,844
+166
+2% +$39.2K 1.48% 14
2018
Q4 		$1.47M Buy
6,678
+3
+0% +$696 1.5% 16
2018
Q3 		$1.7M Sell
6,675
-202
-3% -$49.8K 1.54% 13
2018
Q2 		$1.61M Buy
6,877
+58
+0.9% +$12.9K 1.56% 14
2018
Q1 		$1.44M Hold
6,819
– – 1.44% 17
2017
Q4 		$1.42M Buy
+6,819
New +$1.43M 1.35% 19

Other funds holding BDX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's BDX Position: Q4 2022 in Review

Aevitas Wealth Management increased its Becton Dickinson (BDX) stake by 0.54% in Q4 2022, buying an estimated $20.3K and bringing the position to 16,149 shares worth $4.11M. The position accounts for 2.43% of the portfolio, ranked #10.

Aevitas Wealth Management first reported a position in BDX in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.31M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Aevitas Wealth Management held 16,149 shares of Becton Dickinson worth $4.11M as of Q4 2022.
  • Aevitas Wealth Management bought 86 Becton Dickinson shares in Q4 2022, an estimated $20.3K.
  • Becton Dickinson made up 2.43% of Aevitas Wealth Management's portfolio in Q4 2022, its #10 holding.
  • Aevitas Wealth Management first reported a position in Becton Dickinson in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Becton Dickinson position peaked at $4.31M in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.