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Doyle Wealth Management’s Becton Dickinson BDX Stock Holding History

Doyle 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
2022
Q3 		$415K Hold
1,861
– – 0.04% 143
2022
Q2 		$459K Sell
1,861
-47
-2% -$11.9K 0.04% 140
2022
Q1 		$495K Hold
1,908
– – 0.04% 155
2021
Q4 		$468K Sell
1,908
-1,981
-51% -$475K 0.03% 146
2021
Q3 		$933K Buy
3,889
+2,156
+124% +$529K 0.07% 114
2021
Q2 		$411K Hold
1,733
– – 0.03% 156
2021
Q1 		$411K Hold
1,733
– – 0.04% 153
2020
Q4 		$423K Sell
1,733
-298
-15% -$69.5K 0.04% 144
2020
Q3 		$461K Hold
2,031
– – 0.05% 129
2020
Q2 		$474K Sell
2,031
-205
-9% -$49.4K 0.06% 119
2020
Q1 		$501K Buy
2,236
+52
+2% +$12.8K 0.08% 104
2019
Q4 		$579K Sell
2,184
-64
-3% -$16K 0.07% 113
2019
Q3 		$555K Buy
2,248
+2
+0.1% +$494 0.08% 110
2019
Q2 		$552K Buy
2,246
+1
+0% +$232 0.08% 107
2019
Q1 		$494K Buy
2,245
+2
+0.1% +$473 0.07% 111
2018
Q4 		$493K Sell
2,243
-131
-6% -$30.4K 0.08% 100
2018
Q3 		$605K Buy
2,374
+1
+0% +$246 0.09% 96
2018
Q2 		$555K Buy
2,373
+45
+2% +$10K 0.09% 99
2018
Q1 		$492K Sell
2,328
-28
-1% -$6.13K 0.08% 101
2017
Q4 		$492K Sell
2,356
-309
-12% -$64.7K 0.08% 101
2017
Q3 		$510K Buy
2,665
+343
+15% +$66.5K 0.09% 93
2017
Q2 		$442K Sell
2,322
-102
-4% -$18.6K 0.08% 95
2017
Q1 		$434K Buy
+2,424
New +$423K 0.09% 87

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's BDX Position: Q3 2022 in Review

Doyle Wealth Management held its Becton Dickinson (BDX) position steady in Q3 2022 at 1,861 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #143.

Doyle Wealth Management first reported a position in BDX in Q1 2017 and has held it in 23 quarters since. The position peaked at $933K in Q3 2021. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Doyle Wealth Management held 1,861 shares of Becton Dickinson worth $415K as of Q3 2022.
  • Doyle Wealth Management left its Becton Dickinson share count unchanged in Q3 2022.
  • Becton Dickinson made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #143 holding.
  • Doyle Wealth Management first reported a position in Becton Dickinson in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Becton Dickinson position peaked at $933K in Q3 2021.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.