Donaldson Capital Management’s Becton Dickinson BDX Stock Holding History

Donaldson 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
2023 Q4	–	Sell	-798	Closed	-$206K	–	218
2023 Q3	$206K	Sell	798 -74	-8%	-$20K	0.01%	220
2023 Q2	$230K	Buy	+872	New	+$221K	0.01%	215
2022 Q1	–	Sell	-1,809	Closed	-$444K	–	254
2021 Q4	$444K	Buy	1,809 +27	+2%	+$6.47K	0.02%	199
2021 Q3	$427K	Buy	1,782 +14	+0.8%	+$3.43K	0.02%	191
2021 Q2	$420K	Sell	1,768 -210	-11%	-$50.3K	0.02%	200
2021 Q1	$469K	Buy	1,978 +58	+3%	+$14.2K	0.03%	176
2020 Q4	$469K	Buy	+1,920	New	+$448K	0.03%	167
2020 Q1	–	Sell	-1,381	Closed	-$366K	–	192
2019 Q4	$366K	Buy	1,381 +275	+25%	+$68.6K	0.02%	164
2019 Q3	$273K	Buy	1,106 +192	+21%	+$47.4K	0.02%	177
2019 Q2	$225K	Buy	914 +88	+11%	+$20.4K	0.02%	163
2019 Q1	$201K	Buy	+826	New	+$195K	0.02%	161
2018 Q4	–	Sell	-1,240	Closed	-$316K	–	170
2018 Q3	$316K	Buy	1,240 +335	+37%	+$82.5K	0.03%	140
2018 Q2	$212K	Buy	+905	New	+$201K	0.02%	162

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Donaldson Capital Management's BDX Position: Q4 2023 in Review

Donaldson Capital Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 798 shares — an estimated $206K sold.

Donaldson Capital Management first reported a position in BDX in Q2 2018 and held it in 13 quarters. The position peaked at $469K in Q1 2021. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Donaldson Capital Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Donaldson Capital Management sold 798 Becton Dickinson shares in Q4 2023, an estimated $206K.
Donaldson Capital Management first reported a position in Becton Dickinson in Q2 2018 and held it in 13 quarters.
Donaldson Capital Management's Becton Dickinson position peaked at $469K in Q1 2021.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Donaldson Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.