Charles Schwab Investment Advisory’s Becton Dickinson BDX Stock Holding History

Charles Schwab Investment Advisory’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 Q1	–	Sell	-1,304,063	Closed	-$346M	–	68
2019 Q4	$346M	Buy	1,304,063 +29,273	+2%	+$7.3M	0.49%	59
2019 Q3	$315M	Buy	1,274,790 +16,432	+1%	+$4.06M	0.48%	61
2019 Q2	$309M	Buy	1,258,358 +23,245	+2%	+$5.4M	0.49%	58
2019 Q1	$301M	Buy	1,235,113 +3,213	+0.3%	+$760K	0.51%	57
2018 Q4	$271M	Sell	1,231,900 -3,523	-0.3%	-$818K	0.51%	59
2018 Q3	$315M	Sell	1,235,423 -10,389	-0.8%	-$2.56M	0.54%	53
2018 Q2	$291M	Buy	+1,245,812	New	+$277M	0.53%	52

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Charles Schwab Investment Advisory's BDX Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of Becton Dickinson (BDX) in Q1 2020, closing a stake of 1,304,063 shares — an estimated $346M sold.

Charles Schwab Investment Advisory first reported a position in BDX in Q2 2018 and held it in 7 quarters. The position peaked at $346M in Q4 2019. 1,409 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

Charles Schwab Investment Advisory reported no remaining Becton Dickinson position as of Q1 2020 after selling out during the quarter.
Charles Schwab Investment Advisory sold 1,304,063 Becton Dickinson shares in Q1 2020, an estimated $346M.
Charles Schwab Investment Advisory first reported a position in Becton Dickinson in Q2 2018 and held it in 7 quarters.
Charles Schwab Investment Advisory's Becton Dickinson position peaked at $346M in Q4 2019.
1,409 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.