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Aris Wealth Services’s Becton Dickinson BDX Stock Holding History

Aris Wealth Services’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
2015
Q3 		$19K Sell
145
-415
-74% -$58K 0.04% 171
2015
Q2 		$77K Hold
560
– – 0.07% 160
2015
Q1 		$78K Buy
+560
New +$78.4K 0.07% 165

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's BDX Position: Q3 2015 in Review

Aris Wealth Services reduced its Becton Dickinson (BDX) stake by 74% in Q3 2015, selling an estimated $58K and leaving 145 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #171.

Aris Wealth Services first reported a position in BDX in Q1 2015 and has held it in 3 quarters since. The position peaked at $78K in Q1 2015. 930 funds tracked by Wall St. Rank hold BDX as of Q3 2015.

  • Aris Wealth Services held 145 shares of Becton Dickinson worth $19K as of Q3 2015.
  • Aris Wealth Services sold 415 Becton Dickinson shares in Q3 2015, an estimated $58K.
  • Becton Dickinson made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #171 holding.
  • Aris Wealth Services first reported a position in Becton Dickinson in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Becton Dickinson position peaked at $78K in Q1 2015.
  • 930 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.