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Dorchester Wealth Management’s Becton Dickinson BDX Stock Holding History

Dorchester Wealth 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
2021
Q4 		– Sell
-919
Closed -$221K – 150
2021
Q3 		$221K Sell
919
-255
-22% -$62.5K 0.05% 134
2021
Q2 		$278K Sell
1,174
-148
-11% -$35.5K 0.06% 135
2021
Q1 		$314K Buy
1,322
+144
+12% +$35.2K 0.08% 119
2020
Q4 		$288K Buy
1,178
+197
+20% +$45.9K 0.08% 120
2020
Q3 		$223K Buy
+981
New +$241K 0.07% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorchester Wealth Management's BDX Position: Q4 2021 in Review

Dorchester Wealth Management sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 919 shares — an estimated $221K sold.

Dorchester Wealth Management first reported a position in BDX in Q3 2020 and held it in 5 quarters. The position peaked at $314K in Q1 2021. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Dorchester Wealth Management reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Dorchester Wealth Management sold 919 Becton Dickinson shares in Q4 2021, an estimated $221K.
  • Dorchester Wealth Management first reported a position in Becton Dickinson in Q3 2020 and held it in 5 quarters.
  • Dorchester Wealth Management's Becton Dickinson position peaked at $314K in Q1 2021.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Dorchester Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.