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Bellwether Investment Group’s Becton Dickinson BDX Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$442K Buy
2,121
+1,058
+100% +$222K 1.77% 19
2017
Q3 		$203K Buy
+1,063
New +$206K 0.95% 52
2017
Q2 		– Sell
-921
Closed -$165K – 124
2017
Q1 		$165K Sell
921
-11
-1% -$1.92K 0.43% 63
2016
Q4 		$150K Buy
+932
New +$155K 0.13% 170
2016
Q2 		$470K Buy
+2,843
New +$455K 0.52% 52

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's BDX Position: Q4 2017 in Review

Bellwether Investment Group increased its Becton Dickinson (BDX) stake by 100% in Q4 2017, buying an estimated $222K and bringing the position to 2,121 shares worth $442K. The position accounts for 1.77% of the portfolio, ranked #19.

Bellwether Investment Group first reported a position in BDX in Q2 2016 and has held it in 5 quarters since. The position peaked at $470K in Q2 2016. 1,238 funds tracked by Wall St. Rank hold BDX as of Q4 2017.

  • Bellwether Investment Group held 2,121 shares of Becton Dickinson worth $442K as of Q4 2017.
  • Bellwether Investment Group bought 1,058 Becton Dickinson shares in Q4 2017, an estimated $222K.
  • Becton Dickinson made up 1.77% of Bellwether Investment Group's portfolio in Q4 2017, its #19 holding.
  • Bellwether Investment Group first reported a position in Becton Dickinson in Q2 2016 and has held it in 5 quarters since.
  • Bellwether Investment Group's Becton Dickinson position peaked at $470K in Q2 2016.
  • 1,238 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.