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Almanack Investment Partners’s Becton Dickinson BDX Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-1,901
Closed -$502K – 165
2023
Q2 		$502K Hold
1,901
– – 0.09% 92
2023
Q1 		$471K Hold
1,901
– – 0.09% 90
2022
Q4 		$483K Sell
1,901
-153
-7% -$36.1K 0.1% 84
2022
Q3 		$458K Sell
2,054
-1,215
-37% -$302K 0.09% 84
2022
Q2 		$806K Buy
3,269
+958
+41% +$243K 0.08% 157
2022
Q1 		$600K Sell
2,311
-75
-3% -$19.3K 0.05% 231
2021
Q4 		$586K Buy
2,386
+7
+0.3% +$1.68K 0.05% 231
2021
Q3 		$571K Hold
2,379
– – 0.05% 234
2021
Q2 		$564K Sell
2,379
-334
-12% -$80.1K 0.05% 208
2021
Q1 		$644K Buy
2,713
+1,280
+89% +$313K 0.07% 192
2020
Q4 		$350K Buy
1,433
+302
+27% +$70.4K 0.04% 265
2020
Q3 		$265K Buy
1,131
+265
+31% +$65.1K 0.03% 318
2020
Q2 		$202K Buy
+866
New +$209K 0.04% 233
2019
Q3 		– Sell
-441
Closed -$108K – 240
2019
Q2 		$108K Buy
+441
New +$102K 0.03% 264
2018
Q4 		– Sell
-441
Closed -$102K – 237
2018
Q3 		$102K Sell
441
-10
-2% -$2.46K 0.03% 263
2018
Q2 		$105K Buy
+451
New +$100K 0.05% 143
2018
Q1 		– Sell
-524
Closed -$109K – 184
2017
Q4 		$109K Buy
+524
New +$110K 0.04% 176
2017
Q3 		– Sell
-573
Closed -$109K – 152
2017
Q2 		$109K Sell
573
-15
-3% -$2.74K 0.06% 173
2017
Q1 		$105K Buy
+588
New +$102K 0.08% 154

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Almanack Investment Partners's BDX Position: Q3 2023 in Review

Almanack Investment Partners sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 1,901 shares — an estimated $502K sold.

Almanack Investment Partners first reported a position in BDX in Q1 2017 and held it in 19 quarters. The position peaked at $806K in Q2 2022. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Almanack Investment Partners reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 1,901 Becton Dickinson shares in Q3 2023, an estimated $502K.
  • Almanack Investment Partners first reported a position in Becton Dickinson in Q1 2017 and held it in 19 quarters.
  • Almanack Investment Partners's Becton Dickinson position peaked at $806K in Q2 2022.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.