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Calamos Wealth Management’s Becton Dickinson BDX Stock Holding History

Calamos Wealth 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
2023
Q3 		– Sell
-798
Closed -$211K – 328
2023
Q2 		$211K Buy
+798
New +$203K 0.02% 291
2023
Q1 		– Sell
-829
Closed -$211K – 315
2022
Q4 		$211K Buy
+829
New +$196K 0.02% 300
2022
Q3 		– Sell
-852
Closed -$210K – 320
2022
Q2 		$210K Sell
852
-135
-14% -$34.3K 0.02% 298
2022
Q1 		$256K Buy
+987
New +$254K 0.02% 300
2018
Q1 		– Sell
-1,058
Closed -$221K – 218
2017
Q4 		$221K Buy
+1,058
New +$222K 0.03% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Calamos Wealth Management's BDX Position: Q3 2023 in Review

Calamos Wealth Management sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 798 shares — an estimated $211K sold.

Calamos Wealth Management first reported a position in BDX in Q4 2017 and held it in 5 quarters. The position peaked at $256K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Calamos Wealth Management reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 798 Becton Dickinson shares in Q3 2023, an estimated $211K.
  • Calamos Wealth Management first reported a position in Becton Dickinson in Q4 2017 and held it in 5 quarters.
  • Calamos Wealth Management's Becton Dickinson position peaked at $256K in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Calamos Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.