Eagle Ridge Investment Management’s Becton Dickinson BDX Stock Holding History

Eagle Ridge Investment 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
2024 Q4	$291K	Hold	1,282	–	–	0.03%	123
2024 Q3	$309K	Sell	1,282 -280	-18%	-$65.6K	0.03%	121
2024 Q2	$365K	Sell	1,562 -54	-3%	-$12.7K	0.03%	111
2024 Q1	$400K	Sell	1,616 -39	-2%	-$9.34K	0.04%	112
2023 Q4	$404K	Hold	1,655	–	–	0.04%	108
2023 Q3	$428K	Sell	1,655 -215	-11%	-$58.1K	0.05%	104
2023 Q2	$494K	Sell	1,870 -100	-5%	-$25.4K	0.05%	104
2023 Q1	$488K	Buy	1,970 +23	+1%	+$5.63K	0.05%	105
2022 Q4	$495K	Sell	1,947 -23	-1%	-$5.43K	0.06%	100
2022 Q3	$439K	Buy	1,970 +400	+25%	+$99.5K	0.06%	102
2022 Q2	$387K	Buy	1,570 +555	+55%	+$141K	0.05%	109
2022 Q1	$263K	Hold	1,015	–	–	0.03%	142
2021 Q4	$249K	Sell	1,015 -58	-5%	-$13.9K	0.03%	141
2021 Q3	$257K	Hold	1,073	–	–	0.03%	130
2021 Q2	$255K	Hold	1,073	–	–	0.03%	123
2021 Q1	$255K	Sell	1,073 -174	-14%	-$42.5K	0.03%	126
2020 Q4	$305K	Sell	1,247 -86	-6%	-$20.1K	0.04%	109
2020 Q3	$303K	Buy	1,333 +114	+9%	+$28K	0.04%	116
2020 Q2	$284K	Sell	1,219 -19	-2%	-$4.58K	0.04%	105
2020 Q1	$278K	Hold	1,238	–	–	0.05%	104
2019 Q4	$329K	Sell	1,238 -205	-14%	-$51.1K	0.04%	120
2019 Q3	$356K	Hold	1,443	–	–	0.05%	115
2019 Q2	$355K	Sell	1,443 -146	-9%	-$33.9K	0.05%	117
2019 Q1	$387K	Sell	1,589 -92	-5%	-$21.7K	0.06%	113
2018 Q4	$370K	Sell	1,681 -991	-37%	-$230K	0.06%	118
2018 Q3	$680K	Sell	2,672 -67	-2%	-$16.5K	0.1%	93
2018 Q2	$640K	Sell	2,739 -17	-0.6%	-$3.78K	0.1%	97
2018 Q1	$583K	Hold	2,756	–	–	0.09%	100
2017 Q4	$576K	Sell	2,756 -154	-5%	-$32.3K	0.09%	106
2017 Q3	$556K	Sell	2,910 -735	-20%	-$143K	0.09%	103
2017 Q2	$694K	Buy	3,645 +76	+2%	+$13.9K	0.13%	76
2017 Q1	$639K	Buy	3,569 +236	+7%	+$41.1K	0.13%	83
2016 Q4	$538K	Buy	+3,333	New	+$553K	0.11%	88

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GIM

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

Eagle Ridge Investment Management's BDX Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Becton Dickinson (BDX) position steady in Q4 2024 at 1,282 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #123.

Eagle Ridge Investment Management first reported a position in BDX in Q4 2016 and has held it in 33 quarters since. The position peaked at $694K in Q2 2017. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Eagle Ridge Investment Management held 1,282 shares of Becton Dickinson worth $291K as of Q4 2024.
Eagle Ridge Investment Management left its Becton Dickinson share count unchanged in Q4 2024.
Becton Dickinson made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #123 holding.
Eagle Ridge Investment Management first reported a position in Becton Dickinson in Q4 2016 and has held it in 33 quarters since.
Eagle Ridge Investment Management's Becton Dickinson position peaked at $694K in Q2 2017.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.