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Berman Capital Advisors’s Becton Dickinson BDX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$302K Buy
1,261
+461
+58% +$113K 0.05% 202
2021
Q2 		$189K Buy
800
+139
+21% +$33.3K 0.03% 247
2021
Q1 		$156K Buy
661
+71
+12% +$17.3K 0.03% 221
2020
Q4 		$144K Buy
590
+223
+61% +$52K 0.03% 207
2020
Q3 		$83K Buy
367
+1
+0.3% +$246 0.02% 252
2020
Q2 		$85K Sell
366
-355
-49% -$85.6K 0.02% 241
2020
Q1 		$160K Buy
721
+39
+6% +$9.63K 0.05% 145
2019
Q4 		$180K Buy
682
+16
+2% +$3.99K 0.05% 147
2019
Q3 		$164K Buy
666
+69
+12% +$17K 0.05% 152
2019
Q2 		$145K Sell
597
-29
-5% -$6.74K 0.05% 163
2019
Q1 		$152K Buy
626
+112
+22% +$26.5K 0.05% 148
2018
Q4 		$111K Buy
+514
New +$119K 0.04% 165

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's BDX Position: Q3 2021 in Review

Berman Capital Advisors increased its Becton Dickinson (BDX) stake by 58% in Q3 2021, buying an estimated $113K and bringing the position to 1,261 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #202.

Berman Capital Advisors first reported a position in BDX in Q4 2018 and has held it in 12 quarters since. 1,473 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

  • Berman Capital Advisors held 1,261 shares of Becton Dickinson worth $302K as of Q3 2021.
  • Berman Capital Advisors bought 461 Becton Dickinson shares in Q3 2021, an estimated $113K.
  • Becton Dickinson made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #202 holding.
  • Berman Capital Advisors first reported a position in Becton Dickinson in Q4 2018 and has held it in 12 quarters since.
  • 1,473 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.