Carroll Financial Associates’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$730K Buy
2,977
+45
+2% +$10.8K 0.04% 212
2021
Q3
$703K Buy
2,932
+27
+0.9% +$6.62K 0.04% 225
2021
Q2
$689K Buy
2,905
+60
+2% +$14.4K 0.04% 219
2021
Q1
$675K Buy
2,845
+23
+0.8% +$5.62K 0.04% 209
2020
Q4
$688K Buy
2,822
+1
+0% +$233 0.05% 196
2020
Q3
$640K Sell
2,821
-370
-12% -$90.9K 0.05% 191
2020
Q2
$744K Buy
3,191
+310
+11% +$74.7K 0.06% 169
2020
Q1
$646K Sell
2,881
-51
-2% -$12.6K 0.06% 172
2019
Q4
$778K Buy
2,932
+97
+3% +$24.2K 0.06% 167
2019
Q3
$699K Sell
2,835
-102
-3% -$25.2K 0.06% 179
2019
Q2
$722K Buy
2,937
+126
+4% +$29.3K 0.06% 162
2019
Q1
$684K Sell
2,811
-76
-3% -$18K 0.06% 154
2018
Q4
$615K Sell
2,887
-51
-2% -$11.8K 0.07% 139
2018
Q3
$748K Sell
2,938
-1,411
-32% -$348K 0.08% 140
2018
Q2
$1.02M Sell
4,349
-49
-1% -$10.9K 0.11% 113
2018
Q1
$929K Buy
4,398
+27
+0.6% +$5.91K 0.1% 114
2017
Q4
$912K Sell
4,371
-25
-0.6% -$5.24K 0.1% 116
2017
Q3
$846K Buy
4,396
+25
+0.6% +$4.85K 0.1% 111
2017
Q2
$832K Sell
4,371
-51
-1% -$9.31K 0.1% 118
2017
Q1
$791K Sell
4,422
-205
-4% -$35.7K 0.1% 118
2016
Q4
$747K Sell
4,627
-66
-1% -$11K 0.11% 113
2016
Q3
$823K Buy
4,693
+195
+4% +$33.3K 0.12% 105
2016
Q2
$744K Buy
4,498
+66
+1% +$10.6K 0.12% 109
2016
Q1
$656K Sell
4,432
-71
-2% -$10.1K 0.12% 107
2015
Q4
$676K Sell
4,503
-8
-0.2% -$1.15K 0.14% 101
2015
Q3
$615K Buy
4,511
+120
+3% +$16.8K 0.14% 105
2015
Q2
$607K Buy
4,391
+611
+16% +$84.4K 0.14% 105
2015
Q1
$530K Buy
3,780
+281
+8% +$39.3K 0.23% 75
2014
Q4
$478K Sell
3,499
-470
-12% -$60.1K 0.31% 59
2014
Q3
$498K Sell
3,969
-410
-9% -$46.8K 0.15% 94
2014
Q2
$505K Buy
4,379
+92
+2% +$10.4K 0.14% 98
2014
Q1
$490K Buy
4,287
+480
+13% +$52.8K 0.16% 85
2013
Q4
$410K Sell
3,807
-205
-5% -$21.3K 0.15% 95
2013
Q3
$391K Sell
4,012
-102
-2% -$9.98K 0.15% 96
2013
Q2
$396K Buy
+4,114
New +$392K 0.19% 83

Other funds holding BDX

Carroll Financial Associates's BDX Position: Q4 2021 in Review

Carroll Financial Associates increased its Becton Dickinson (BDX) stake by 1.5% in Q4 2021, buying an estimated $10.8K and bringing the position to 2,977 shares worth $730K. The position accounts for 0.04% of the portfolio, ranked #212.

Carroll Financial Associates first reported a position in BDX in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.02M in Q2 2018. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Carroll Financial Associates held 2,977 shares of Becton Dickinson worth $730K as of Q4 2021.
  • Carroll Financial Associates bought 45 Becton Dickinson shares in Q4 2021, an estimated $10.8K.
  • Becton Dickinson made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #212 holding.
  • Carroll Financial Associates first reported a position in Becton Dickinson in Q2 2013 and has held it in 35 quarters since.
  • Carroll Financial Associates's Becton Dickinson position peaked at $1.02M in Q2 2018.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.