Bristlecone Advisors’s Becton Dickinson BDX Stock Holding History

Bristlecone 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
2023 Q4	–	Sell	-883	Closed	-$228K	–	273
2023 Q3	$228K	Hold	883	–	–	0.03%	242
2023 Q2	$233K	Hold	883	–	–	0.02%	246
2023 Q1	$219K	Hold	883	–	–	0.02%	251
2022 Q4	$225K	Sell	883 -100	-10%	-$23.6K	0.03%	242
2022 Q3	$219K	Buy	983 +20	+2%	+$4.98K	0.03%	225
2022 Q2	$237K	Sell	963 -24	-2%	-$6.09K	0.03%	216
2022 Q1	$256K	Hold	987	–	–	0.03%	206
2021 Q4	$242K	Hold	987	–	–	0.03%	205
2021 Q3	$237K	Hold	987	–	–	0.03%	198
2021 Q2	$234K	Hold	987	–	–	0.03%	199
2021 Q1	$234K	Sell	987 -214	-18%	-$52.3K	0.04%	192
2020 Q4	$293K	Sell	1,201 -41	-3%	-$9.56K	0.05%	173
2020 Q3	$282K	Buy	1,242 +83	+7%	+$20.4K	0.05%	160
2020 Q2	$271K	Hold	1,159	–	–	0.05%	148
2020 Q1	$260K	Sell	1,159 -333	-22%	-$82.2K	0.06%	138
2019 Q4	$396K	Buy	1,492 +21	+1%	+$5.24K	0.08%	149
2019 Q3	$363K	Sell	1,471 -1,626	-53%	-$401K	0.09%	122
2019 Q2	$761K	Buy	+3,097	New	+$720K	0.18%	99
2017 Q4	–	Sell	-32	Closed	-$6K	–	162
2017 Q3	$6K	Buy	+32	New	+$6.2K	﹤0.01%	269

Other funds holding BDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bristlecone Advisors's BDX Position: Q4 2023 in Review

Bristlecone Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 883 shares — an estimated $228K sold.

Bristlecone Advisors first reported a position in BDX in Q3 2017 and held it in 19 quarters. The position peaked at $761K in Q2 2019. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Bristlecone Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Bristlecone Advisors sold 883 Becton Dickinson shares in Q4 2023, an estimated $228K.
Bristlecone Advisors first reported a position in Becton Dickinson in Q3 2017 and held it in 19 quarters.
Bristlecone Advisors's Becton Dickinson position peaked at $761K in Q2 2019.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Bristlecone Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.