Angeles Investment Advisors’s Becton Dickinson BDX Stock Holding History

Angeles 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
2023 Q3	–	Sell	-1,552	Closed	-$410K	–	188
2023 Q2	$410K	Buy	1,552 +625	+67%	+$159K	0.03%	85
2023 Q1	$229K	Buy	+927	New	+$227K	0.02%	139
2022 Q1	–	Sell	-2,292	Closed	-$562K	–	133
2021 Q4	$562K	Buy	2,292 +640	+39%	+$153K	0.03%	114
2021 Q3	$396K	Buy	1,652 +722	+78%	+$177K	0.02%	128
2021 Q2	$221K	Hold	930	–	–	0.01%	121
2021 Q1	$221K	Hold	930	–	–	0.02%	106
2020 Q4	$227K	Sell	930 -1,356	-59%	-$316K	0.02%	103
2020 Q3	$519K	Hold	2,286	–	–	0.07%	60
2020 Q2	$534K	Sell	2,286 -1,182	-34%	-$285K	0.08%	51
2020 Q1	$872K	Sell	3,468 -596	-15%	-$147K	0.24%	30
2019 Q4	$1.08M	Buy	4,064 +344	+9%	+$85.8K	0.22%	26
2019 Q3	$918K	Buy	3,720 +1,989	+115%	+$491K	0.2%	28
2019 Q2	$426K	Buy	+1,731	New	+$402K	0.1%	40

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Angeles Investment Advisors's BDX Position: Q3 2023 in Review

Angeles Investment Advisors sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 1,552 shares — an estimated $410K sold.

Angeles Investment Advisors first reported a position in BDX in Q2 2019 and held it in 13 quarters. The position peaked at $1.08M in Q4 2019. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

Angeles Investment Advisors reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
Angeles Investment Advisors sold 1,552 Becton Dickinson shares in Q3 2023, an estimated $410K.
Angeles Investment Advisors first reported a position in Becton Dickinson in Q2 2019 and held it in 13 quarters.
Angeles Investment Advisors's Becton Dickinson position peaked at $1.08M in Q4 2019.
1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Angeles Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.