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Calton & Associates’s Becton Dickinson BDX Stock Holding History

Calton & Associates’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
2020
Q4 		– Sell
-1,668
Closed -$379K – 386
2020
Q3 		$379K Buy
1,668
+91
+6% +$22.4K 0.08% 197
2020
Q2 		$368K Buy
1,577
+155
+11% +$37.4K 0.08% 188
2020
Q1 		$319K Sell
1,422
-153
-10% -$37.8K 0.08% 197
2019
Q4 		$418K Sell
1,575
-81
-5% -$20.2K 0.08% 197
2019
Q3 		$409K Buy
+1,656
New +$409K 0.09% 182
2019
Q1 		– Sell
-1,552
Closed -$341K – 263
2018
Q4 		$341K Buy
+1,552
New +$360K 0.13% 150
2018
Q1 		– Sell
-887
Closed -$203K – 426
2017
Q4 		$203K Buy
+887
New +$186K 0.05% 333

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calton & Associates's BDX Position: Q4 2020 in Review

Calton & Associates sold out of Becton Dickinson (BDX) in Q4 2020, closing a stake of 1,668 shares — an estimated $379K sold.

Calton & Associates first reported a position in BDX in Q4 2017 and held it in 7 quarters. The position peaked at $418K in Q4 2019. 1,536 funds tracked by Wall St. Rank hold BDX as of Q4 2020.

  • Calton & Associates reported no remaining Becton Dickinson position as of Q4 2020 after selling out during the quarter.
  • Calton & Associates sold 1,668 Becton Dickinson shares in Q4 2020, an estimated $379K.
  • Calton & Associates first reported a position in Becton Dickinson in Q4 2017 and held it in 7 quarters.
  • Calton & Associates's Becton Dickinson position peaked at $418K in Q4 2019.
  • 1,536 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2020.

Based on Calton & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.