Charter Oak Capital Management’s Becton Dickinson BDX Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-373	Closed	-$92K	–	232
2022 Q2	$92K	Sell	373 -8	-2%	-$2.03K	0.01%	250
2022 Q1	$99K	Buy	381 +1	+0.3%	+$257	0.01%	255
2021 Q4	$93K	Buy	380 +1	+0.3%	+$240	0.01%	264
2021 Q3	$91K	Buy	379 +2	+0.5%	+$491	0.01%	257
2021 Q2	$90K	Buy	377 +1	+0.3%	+$240	0.01%	252
2021 Q1	$89K	Sell	376 -12	-3%	-$2.93K	0.01%	250
2020 Q4	$95K	Buy	+388	New	+$90.5K	0.01%	231

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Charter Oak Capital Management's BDX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 373 shares — an estimated $92K sold.

Charter Oak Capital Management first reported a position in BDX in Q4 2020 and held it in 7 quarters. The position peaked at $99K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

Charter Oak Capital Management reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 373 Becton Dickinson shares in Q3 2022, an estimated $92K.
Charter Oak Capital Management first reported a position in Becton Dickinson in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Becton Dickinson position peaked at $99K in Q1 2022.
1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.