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Buckingham Strategic Wealth’s Becton Dickinson BDX Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.1M Sell
4,718
-459
-9% -$108K 0.01% 322
2024
Q1 		$1.28M Buy
5,177
+375
+8% +$89.8K 0.01% 293
2023
Q4 		$1.17M Sell
4,802
-68
-1% -$16.8K 0.01% 301
2023
Q3 		$1.26M Sell
4,870
-178
-4% -$48.1K 0.02% 265
2023
Q2 		$1.33M Buy
5,048
+210
+4% +$53.3K 0.02% 260
2023
Q1 		$1.23M Hold
4,838
– – 0.02% 241
2022
Q4 		$1.23M Sell
4,838
-215
-4% -$50.8K 0.02% 242
2022
Q3 		$1.13M Sell
5,053
-224
-4% -$55.7K 0.02% 245
2022
Q2 		$1.3M Sell
5,277
-180
-3% -$45.7K 0.03% 231
2022
Q1 		$1.42M Buy
5,457
+20
+0.4% +$5.15K 0.03% 230
2021
Q4 		$1.33M Sell
5,437
-70
-1% -$16.8K 0.03% 234
2021
Q3 		$1.32M Buy
5,507
+31
+0.6% +$7.6K 0.03% 227
2021
Q2 		$1.3M Buy
5,476
+72
+1% +$17.3K 0.03% 227
2021
Q1 		$1.28M Sell
5,404
-619
-10% -$151K 0.06% 207
2020
Q4 		$1.47M Buy
6,023
+21
+0.3% +$4.9K 0.08% 184
2020
Q3 		$1.36M Sell
6,002
-442
-7% -$109K 0.1% 149
2020
Q2 		$1.5M Sell
6,444
-2,392
-27% -$577K 0.14% 115
2020
Q1 		$1.98M Buy
8,836
+2,343
+36% +$579K 0.19% 94
2019
Q4 		$1.72M Buy
6,493
+96
+2% +$23.9K 0.17% 103
2019
Q3 		$1.58M Sell
6,397
-57
-0.9% -$14.1K 0.17% 97
2019
Q2 		$1.59M Sell
6,454
-518
-7% -$120K 0.17% 101
2019
Q1 		$1.7M Sell
6,972
-275
-4% -$65K 0.21% 91
2018
Q4 		$1.59M Buy
7,247
+111
+2% +$25.8K 0.24% 81
2018
Q3 		$1.82M Buy
7,136
+350
+5% +$86.2K 0.28% 77
2018
Q2 		$1.59M Sell
6,786
-1,274
-16% -$284K 0.26% 88
2018
Q1 		$1.7M Sell
8,060
-802
-9% -$176K 0.33% 64
2017
Q4 		$1.85M Sell
8,862
-245
-3% -$51.3K 0.39% 58
2017
Q3 		$1.74M Sell
9,107
-1,282
-12% -$249K 0.41% 57
2017
Q2 		$1.98M Buy
10,389
+8,132
+360% +$1.49M 0.46% 49
2017
Q1 		$404K Buy
2,257
+160
+8% +$27.9K 0.12% 161
2016
Q4 		$339K Buy
2,097
+52
+3% +$8.63K 0.11% 150
2016
Q3 		$359K Sell
2,045
-40
-2% -$6.84K 0.12% 136
2016
Q2 		$345K Sell
2,085
-9
-0.4% -$1.44K 0.12% 141
2016
Q1 		$310K Buy
2,094
+287
+16% +$40.7K 0.1% 144
2015
Q4 		$272K Hold
1,807
– – 0.09% 149
2015
Q3 		$234K Hold
1,807
– – 0.08% 171
2015
Q2 		$250K Sell
1,807
-21
-1% -$2.9K 0.08% 184
2015
Q1 		$256K Buy
1,828
+68
+4% +$9.52K 0.1% 163
2014
Q4 		$239K Buy
+1,760
New +$225K 0.09% 170
2014
Q3 		– Sell
-1,786
Closed -$206K – 187
2014
Q2 		$206K Buy
+1,786
New +$203K 0.09% 159

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckingham Strategic Wealth's BDX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Becton Dickinson (BDX) stake by 8.9% in Q2 2024, selling an estimated $108K and leaving 4,718 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #322.

Buckingham Strategic Wealth first reported a position in BDX in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.98M in Q1 2020. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Buckingham Strategic Wealth held 4,718 shares of Becton Dickinson worth $1.1M as of Q2 2024.
  • Buckingham Strategic Wealth sold 459 Becton Dickinson shares in Q2 2024, an estimated $108K.
  • Becton Dickinson made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #322 holding.
  • Buckingham Strategic Wealth first reported a position in Becton Dickinson in Q2 2014 and has held it in 40 quarters since.
  • Buckingham Strategic Wealth's Becton Dickinson position peaked at $1.98M in Q1 2020.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.