Andesa Financial Management’s Becton Dickinson BDX Stock Holding History

Andesa Financial 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
2021 Q2	–	Sell	-975	Closed	-$231K	–	152
2021 Q1	$231K	Buy	+975	New	+$238K	0.08%	132
2020 Q4	–	Sell	-1,659	Closed	-$377K	–	119
2020 Q3	$377K	Buy	+1,659	New	+$408K	0.16%	103
2019 Q4	–	Sell	-901	Closed	-$223K	–	100
2019 Q3	$223K	Sell	901 -58	-6%	-$14.3K	0.22%	97
2019 Q2	$237K	Sell	959 -804	-46%	-$187K	0.22%	94
2019 Q1	$426K	Buy	+1,763	New	+$417K	0.21%	101

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Andesa Financial Management's BDX Position: Q2 2021 in Review

Andesa Financial Management sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 975 shares — an estimated $231K sold.

Andesa Financial Management first reported a position in BDX in Q1 2019 and held it in 5 quarters. The position peaked at $426K in Q1 2019. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

Andesa Financial Management reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
Andesa Financial Management sold 975 Becton Dickinson shares in Q2 2021, an estimated $231K.
Andesa Financial Management first reported a position in Becton Dickinson in Q1 2019 and held it in 5 quarters.
Andesa Financial Management's Becton Dickinson position peaked at $426K in Q1 2019.
1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Andesa Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.