Center for Financial Planning’s Becton Dickinson BDX Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-2	Closed	-$509	–	540
2022 Q4	$509	Hold	2	–	–	﹤0.01%	508
2022 Q3	$0	Hold	2	–	–	﹤0.01%	641
2022 Q2	$0	Sell	2 -72	-97%	-$18.3K	﹤0.01%	531
2022 Q1	$19K	Hold	74	–	–	﹤0.01%	304
2021 Q4	$18K	Sell	74 -141	-66%	-$33.8K	﹤0.01%	315
2021 Q3	$52K	Sell	215 -13	-6%	-$3.19K	0.01%	216
2021 Q2	$54K	Sell	228 -645	-74%	-$155K	0.01%	213
2021 Q1	$207K	Buy	873 +82	+10%	+$20K	0.05%	119
2020 Q4	$193K	Hold	791	–	–	0.05%	117
2020 Q3	$180K	Buy	791 +2	+0.3%	+$491	0.06%	118
2020 Q2	$184K	Buy	789 +478	+154%	+$115K	0.06%	114
2020 Q1	$70K	Buy	311 +29	+10%	+$7.16K	0.02%	151
2019 Q4	$75K	Buy	+282	New	+$70.3K	0.02%	156

Other funds holding BDX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's BDX Position: Q1 2023 in Review

Center for Financial Planning sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 2 shares — an estimated $509 sold.

Center for Financial Planning first reported a position in BDX in Q4 2019 and held it in 13 quarters. The position peaked at $207K in Q1 2021. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

Center for Financial Planning reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 2 Becton Dickinson shares in Q1 2023, an estimated $509.
Center for Financial Planning first reported a position in Becton Dickinson in Q4 2019 and held it in 13 quarters.
Center for Financial Planning's Becton Dickinson position peaked at $207K in Q1 2021.
1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.