Cornerstone Advisory’s Becton Dickinson BDX Stock Holding History

Cornerstone 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
2022 Q1	–	Sell	-930	Closed	-$228K	–	264
2021 Q4	$228K	Buy	+930	New	+$223K	0.03%	235
2020 Q3	–	Sell	-1,173	Closed	-$274K	–	190
2020 Q2	$274K	Sell	1,173 -187	-14%	-$45.1K	0.07%	146
2020 Q1	$305K	Buy	1,360 +187	+16%	+$46.2K	0.09%	125
2019 Q4	$311K	Hold	1,173	–	–	0.06%	140
2019 Q3	$289K	Sell	1,173 -410	-26%	-$101K	0.06%	134
2019 Q2	$389K	Hold	1,583	–	–	0.08%	118
2019 Q1	$386K	Hold	1,583	–	–	0.08%	120
2018 Q4	$348K	Sell	1,583 -205	-11%	-$47.6K	0.09%	115
2018 Q3	$455K	Sell	1,788 -102	-5%	-$25.1K	0.13%	100
2018 Q2	$442K	Sell	1,890 -26	-1%	-$5.79K	0.15%	98
2018 Q1	$405K	Hold	1,916	–	–	0.15%	99
2017 Q4	$400K	Buy	1,916 +26	+1%	+$5.45K	0.14%	104
2017 Q3	$361K	Hold	1,890	–	–	0.12%	112
2017 Q2	$360K	Hold	1,890	–	–	0.12%	106
2017 Q1	$338K	Hold	1,890	–	–	0.17%	82
2016 Q4	$305K	Hold	1,890	–	–	0.23%	66
2016 Q3	$331K	Buy	+1,890	New	+$323K	0.27%	57

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Cornerstone Advisory's BDX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Becton Dickinson (BDX) in Q1 2022, closing a stake of 930 shares — an estimated $228K sold.

Cornerstone Advisory first reported a position in BDX in Q3 2016 and held it in 17 quarters. The position peaked at $455K in Q3 2018. 1,576 funds tracked by Wall St. Rank hold BDX as of Q1 2022.

Cornerstone Advisory reported no remaining Becton Dickinson position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 930 Becton Dickinson shares in Q1 2022, an estimated $228K.
Cornerstone Advisory first reported a position in Becton Dickinson in Q3 2016 and held it in 17 quarters.
Cornerstone Advisory's Becton Dickinson position peaked at $455K in Q3 2018.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.