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DFPG Investments’s Becton Dickinson BDX Stock Holding History

DFPG Investments’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
Q4 		$350K Sell
1,455
-115
-7% -$28.3K 0.03% 484
2023
Q3 		$365K Sell
1,570
-1,340
-46% -$362K 0.03% 428
2023
Q2 		$742K Buy
2,910
+455
+19% +$116K 0.07% 287
2023
Q1 		$608K Buy
2,455
+209
+9% +$51.1K 0.07% 298
2022
Q4 		$575K Buy
+2,246
New +$530K 0.09% 232

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DFPG Investments's BDX Position: Q4 2023 in Review

DFPG Investments reduced its Becton Dickinson (BDX) stake by 7.3% in Q4 2023, selling an estimated $28.3K and leaving 1,455 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #484.

DFPG Investments first reported a position in BDX in Q4 2022 and has held it in 5 quarters since. The position peaked at $742K in Q2 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • DFPG Investments held 1,455 shares of Becton Dickinson worth $350K as of Q4 2023.
  • DFPG Investments sold 115 Becton Dickinson shares in Q4 2023, an estimated $28.3K.
  • Becton Dickinson made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #484 holding.
  • DFPG Investments first reported a position in Becton Dickinson in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Becton Dickinson position peaked at $742K in Q2 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.