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CCM
Catawba Capital Management’s
Becton Dickinson
BDX
Stock Holding History
Catawba Capital Management’s Portfolio
BDX Stock Details
BDX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$7.64M
Sell
32,703
-1,254
-4%
-$279K
1.8%
7
2018
Q1
$7.18M
Sell
33,957
-1,509
-4%
-$330K
1.72%
11
2017
Q4
$7.41M
Sell
35,466
-3,088
-8%
-$647K
1.67%
11
2017
Q3
$7.37M
Sell
38,554
-923
-2%
-$179K
1.67%
11
2017
Q2
$7.51M
Sell
39,477
-4,485
-10%
-$819K
1.71%
8
2017
Q1
$7.87M
Sell
43,962
-882
-2%
-$154K
1.72%
7
2016
Q4
$7.24M
Sell
44,844
-545
-1%
-$90.5K
1.69%
9
2016
Q3
$7.96M
Buy
45,389
+195
+0.4%
+$33.3K
1.89%
6
2016
Q2
$7.48M
Sell
45,194
-933
-2%
-$149K
1.82%
6
2016
Q1
$6.83M
Buy
46,127
+2,841
+7%
+$403K
1.74%
8
2015
Q4
$6.51M
Buy
43,286
+151
+0.4%
+$21.7K
1.77%
6
2015
Q3
$5.58M
Sell
43,135
-3,799
-8%
-$531K
1.53%
12
2015
Q2
$6.49M
Sell
46,934
-685
-1%
-$94.6K
1.55%
10
2015
Q1
$6.67M
Sell
47,619
-284
-0.6%
-$39.8K
1.53%
9
2014
Q4
$6.5M
Sell
47,903
-2,394
-5%
-$306K
1.5%
12
2014
Q3
$5.58M
Sell
50,297
-102
-0.2%
-$11.6K
1.3%
22
2014
Q2
$5.82M
Sell
50,399
-528
-1%
-$59.9K
1.31%
16
2014
Q1
$5.82M
Sell
50,927
-282
-0.6%
-$31K
1.39%
14
2013
Q4
$5.52M
Sell
51,209
-533
-1%
-$55.3K
1.32%
16
2013
Q3
$5.05M
Buy
51,742
+1
+0%
+$98
1.32%
19
2013
Q2
$4.99M
Buy
+51,741
New
+$4.93M
1.39%
20
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$865B AUM
30.76%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
FEF
Fundsmith Equity Fund
Stamford, Connecticut
$13.4B AUM
Fundsmith LLP
London, United Kingdom
$12.8B AUM
6.9%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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