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Alera Investment Advisors’s Becton Dickinson BDX Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-60
Closed -$15K – 176
2019
Q1 		$15K Sell
60
-30
-33% -$7.09K 0.01% 362
2018
Q4 		$20K Buy
+90
New +$20.9K 0.01% 274

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's BDX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 60 shares — an estimated $15K sold.

Alera Investment Advisors first reported a position in BDX in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2018. 1,375 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 60 Becton Dickinson shares in Q2 2019, an estimated $15K.
  • Alera Investment Advisors first reported a position in Becton Dickinson in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Becton Dickinson position peaked at $20K in Q4 2018.
  • 1,375 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.