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Elm Advisors’s Becton Dickinson BDX Stock Holding History

Elm Advisors’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
Q1 		– Sell
-272
Closed -$66K – 107
2020
Q4 		$66K Buy
+272
New +$63.4K 0.04% 142
2018
Q4 		– Sell
-272
Closed -$69K – 104
2018
Q3 		$69K Buy
+272
New +$67K 0.05% 138

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Elm Advisors's BDX Position: Q1 2021 in Review

Elm Advisors sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 272 shares — an estimated $66K sold.

Elm Advisors first reported a position in BDX in Q3 2018 and held it in 2 quarters. The position peaked at $69K in Q3 2018. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Elm Advisors reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 272 Becton Dickinson shares in Q1 2021, an estimated $66K.
  • Elm Advisors first reported a position in Becton Dickinson in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Becton Dickinson position peaked at $69K in Q3 2018.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.