AUA Capital Management’s Becton Dickinson BDX Stock Holding History

AUA Capital 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
2024 Q4	–	Sell	-850	Closed	-$205K	–	78
2024 Q3	$205K	Buy	+850	New	+$199K	0.12%	80
2024 Q2	–	Sell	-817	Closed	-$202K	–	80
2024 Q1	$202K	Buy	+817	New	+$196K	0.12%	90
2023 Q3	–	Sell	-817	Closed	-$216K	–	77
2023 Q2	$216K	Sell	817 -250	-23%	-$63.5K	0.15%	71
2023 Q1	$264K	Hold	1,067	–	–	0.18%	65
2022 Q4	$271K	Hold	1,067	–	–	0.18%	66
2022 Q3	$238K	Hold	1,067	–	–	0.16%	63
2022 Q2	$263K	Sell	1,067 -27	-2%	-$6.86K	0.15%	75
2022 Q1	$284K	Hold	1,094	–	–	0.15%	74
2021 Q4	$268K	Hold	1,094	–	–	0.16%	73
2021 Q3	$262K	Hold	1,094	–	–	0.17%	67
2021 Q2	$259K	Hold	1,094	–	–	0.16%	70
2021 Q1	$259K	Hold	1,094	–	–	0.17%	67
2020 Q4	$267K	Hold	1,094	–	–	0.19%	61
2020 Q3	$248K	Buy	1,094 +257	+31%	+$63.2K	0.21%	60
2020 Q2	$195K	Sell	837 -257	-23%	-$61.9K	0.2%	58
2020 Q1	$245K	Sell	1,094 -228	-17%	-$56.3K	0.23%	49
2019 Q4	$351K	Hold	1,322	–	–	0.29%	47
2019 Q3	$326K	Hold	1,322	–	–	0.26%	52
2019 Q2	$325K	Sell	1,322 -116	-8%	-$27K	0.26%	51
2019 Q1	$350K	Hold	1,438	–	–	0.29%	43
2018 Q4	$316K	Hold	1,438	–	–	0.29%	43
2018 Q3	$366K	Hold	1,438	–	–	0.29%	44
2018 Q2	$336K	Hold	1,438	–	–	0.29%	45
2018 Q1	$304K	Buy	1,438 +545	+61%	+$119K	0.26%	46
2017 Q4	$187K	Hold	893	–	–	0.17%	79
2017 Q3	$171K	Hold	893	–	–	0.16%	83
2017 Q2	$170K	Sell	893 -51	-5%	-$9.31K	0.15%	84
2017 Q1	$169K	Sell	944 -113	-11%	-$19.7K	0.17%	42
2016 Q4	$171K	Buy	+1,057	New	+$175K	0.16%	75

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AUA Capital Management's BDX Position: Q4 2024 in Review

AUA Capital Management sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 850 shares — an estimated $205K sold.

AUA Capital Management first reported a position in BDX in Q4 2016 and held it in 29 quarters. The position peaked at $366K in Q3 2018. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

AUA Capital Management reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
AUA Capital Management sold 850 Becton Dickinson shares in Q4 2024, an estimated $205K.
AUA Capital Management first reported a position in Becton Dickinson in Q4 2016 and held it in 29 quarters.
AUA Capital Management's Becton Dickinson position peaked at $366K in Q3 2018.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on AUA Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.