Beach Investment Management’s Becton Dickinson BDX Stock Holding History

Beach Investment 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
2020 Q1	$500K	Buy	2,229 +148	+7%	+$36.5K	1.74%	21
2019 Q4	$552K	Sell	2,081 -1,855	-47%	-$462K	1.08%	27
2019 Q3	$971K	Buy	3,936 +1,332	+51%	+$329K	2.18%	17
2019 Q2	$640K	Hold	2,604	–	–	1.05%	30
2019 Q1	$634K	Sell	2,604 -2,613	-50%	-$618K	1.14%	29
2018 Q4	$1.15M	Buy	5,217 +512	+11%	+$119K	2.56%	15
2018 Q3	$1.2M	Buy	+4,705	New	+$1.16M	1.87%	25

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Management's BDX Position: Q1 2020 in Review

Beach Investment Management increased its Becton Dickinson (BDX) stake by 7.1% in Q1 2020, buying an estimated $36.5K and bringing the position to 2,229 shares worth $500K. The position accounts for 1.74% of the portfolio, ranked #21.

Beach Investment Management first reported a position in BDX in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2018. 1,408 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

Beach Investment Management held 2,229 shares of Becton Dickinson worth $500K as of Q1 2020.
Beach Investment Management bought 148 Becton Dickinson shares in Q1 2020, an estimated $36.5K.
Becton Dickinson made up 1.74% of Beach Investment Management's portfolio in Q1 2020, its #21 holding.
Beach Investment Management first reported a position in Becton Dickinson in Q3 2018 and has held it in 7 quarters since.
Beach Investment Management's Becton Dickinson position peaked at $1.2M in Q3 2018.
1,408 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.