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Baystate Wealth Management’s Becton Dickinson BDX Stock Holding History

Baystate Wealth 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
2023
Q4 		$69.1K Buy
283
+1
+0.4% +$246 0.01% 326
2023
Q3 		$73K Hold
282
– – 0.01% 285
2023
Q2 		$74.5K Buy
282
+1
+0.4% +$254 0.01% 287
2023
Q1 		$69.8K Sell
281
-7
-2% -$1.71K 0.01% 293
2022
Q4 		$73K Sell
288
-12
-4% -$2.83K 0.01% 286
2022
Q3 		$67K Buy
300
+12
+4% +$2.99K 0.01% 278
2022
Q2 		$71K Sell
288
-7
-2% -$1.78K 0.01% 281
2022
Q1 		$77K Sell
295
-7
-2% -$1.8K 0.01% 273
2021
Q4 		$74K Buy
302
+8
+3% +$1.92K 0.01% 275
2021
Q3 		$71K Hold
294
– – 0.01% 252
2021
Q2 		$70K Hold
294
– – 0.01% 242
2021
Q1 		$70K Buy
294
+1
+0.3% +$244 0.01% 227
2020
Q4 		$72K Sell
293
-68
-19% -$15.9K 0.01% 214
2020
Q3 		$82K Sell
361
-22
-6% -$5.41K 0.01% 175
2020
Q2 		$90K Sell
383
-250
-39% -$60.3K 0.01% 165
2020
Q1 		$142K Sell
633
-78
-11% -$19.3K 0.02% 116
2019
Q4 		$189K Buy
711
+249
+54% +$62.1K 0.02% 114
2019
Q3 		$114K Buy
462
+2
+0.4% +$494 0.02% 145
2019
Q2 		$114K Buy
460
+129
+39% +$30K 0.01% 143
2019
Q1 		$75K Sell
331
-26
-7% -$6.15K 0.01% 173
2018
Q4 		$84K Buy
357
+2
+0.6% +$464 0.01% 152
2018
Q3 		$84K Hold
355
– – 0.01% 142
2018
Q2 		$85K Buy
355
+23
+7% +$5.12K 0.01% 139
2018
Q1 		$75K Buy
332
+81
+32% +$17.7K 0.01% 149
2017
Q4 		$58K Buy
251
+31
+14% +$6.49K 0.01% 189
2017
Q3 		$42K Hold
220
– – 0.01% 202
2017
Q2 		$43K Sell
220
-1
-0.5% -$183 0.01% 190
2017
Q1 		$40K Buy
221
+11
+5% +$1.92K 0.01% 195
2016
Q4 		$205K Buy
+210
New +$34.9K 0.04% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's BDX Position: Q4 2023 in Review

Baystate Wealth Management increased its Becton Dickinson (BDX) stake by 0.35% in Q4 2023, buying an estimated $246 and bringing the position to 283 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #326.

Baystate Wealth Management first reported a position in BDX in Q4 2016 and has held it in 29 quarters since. The position peaked at $205K in Q4 2016. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Baystate Wealth Management held 283 shares of Becton Dickinson worth $69.1K as of Q4 2023.
  • Baystate Wealth Management bought 1 Becton Dickinson share in Q4 2023, an estimated $246.
  • Becton Dickinson made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #326 holding.
  • Baystate Wealth Management first reported a position in Becton Dickinson in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Becton Dickinson position peaked at $205K in Q4 2016.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.