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Bourgeon Capital Management’s Becton Dickinson BDX Stock Holding History

Bourgeon 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
2021
Q4 		– Sell
-149
Closed -$36K – 264
2021
Q3 		$36K Hold
149
– – 0.01% 180
2021
Q2 		$35K Hold
149
– – 0.01% 178
2021
Q1 		$35K Hold
149
– – 0.01% 178
2020
Q4 		$36K Sell
149
-46
-24% -$10.7K 0.01% 158
2020
Q3 		$44K Sell
195
-20,252
-99% -$4.98M 0.01% 151
2020
Q2 		$4.77M Buy
20,447
+3,378
+20% +$814K 1.7% 27
2020
Q1 		$3.83M Buy
17,069
+1,420
+9% +$351K 1.98% 23
2019
Q4 		$4.15M Sell
15,649
-87
-0.6% -$21.7K 1.96% 22
2019
Q3 		$3.88M Sell
15,736
-5,923
-27% -$1.46M 2.1% 20
2019
Q2 		$5.33M Sell
21,659
-201
-0.9% -$46.7K 3.09% 10
2019
Q1 		$5.33M Sell
21,860
-253
-1% -$59.8K 3.12% 13
2018
Q4 		$4.86M Sell
22,113
-501
-2% -$116K 3.18% 9
2018
Q3 		$5.76M Buy
22,614
+31
+0.1% +$7.64K 2.97% 14
2018
Q2 		$5.28M Buy
22,583
+51
+0.2% +$11.4K 2.84% 18
2018
Q1 		$4.76M Sell
22,532
-7,154
-24% -$1.57M 2.6% 19
2017
Q4 		$6.2M Sell
29,686
-1,112
-4% -$233K 3.39% 8
2017
Q3 		$5.89M Sell
30,798
-349
-1% -$67.7K 3.47% 6
2017
Q2 		$5.93M Buy
31,147
+2,542
+9% +$464K 3.71% 4
2017
Q1 		$5.12M Sell
28,605
-25
-0.1% -$4.36K 3.2% 10
2016
Q4 		$4.62M Buy
28,630
+451
+2% +$74.9K 2.9% 13
2016
Q3 		$4.94M Sell
28,179
-1,818
-6% -$311K 3.17% 7
2016
Q2 		$4.96M Buy
29,997
+380
+1% +$60.8K 3.22% 5
2016
Q1 		$4.39M Sell
29,617
-544
-2% -$77.2K 2.93% 7
2015
Q4 		$4.53M Buy
30,161
+226
+0.8% +$32.5K 2.91% 10
2015
Q3 		$3.87M Buy
29,935
+10,019
+50% +$1.4M 2.7% 10
2015
Q2 		$2.75M Buy
19,916
+333
+2% +$46K 1.67% 28
2015
Q1 		$2.74M Buy
19,583
+1,118
+6% +$157K 1.68% 27
2014
Q4 		$2.51M Buy
18,465
+16,107
+683% +$2.06M 1.53% 29
2014
Q3 		$262K Hold
2,358
– – 0.15% 92
2014
Q2 		$272K Buy
+2,358
New +$267K 0.15% 103

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's BDX Position: Q4 2021 in Review

Bourgeon Capital Management sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 149 shares — an estimated $36K sold.

Bourgeon Capital Management first reported a position in BDX in Q2 2014 and held it in 30 quarters. The position peaked at $6.2M in Q4 2017. 1,569 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Bourgeon Capital Management reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 149 Becton Dickinson shares in Q4 2021, an estimated $36K.
  • Bourgeon Capital Management first reported a position in Becton Dickinson in Q2 2014 and held it in 30 quarters.
  • Bourgeon Capital Management's Becton Dickinson position peaked at $6.2M in Q4 2017.
  • 1,569 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Bourgeon Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.