EWM
BDX icon

Evermay Wealth Management’s Becton Dickinson BDX Stock Holding History

Evermay 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
2024
Q1 		– Sell
-3
Closed -$732 – 623
2023
Q4 		$732 Buy
+3
New +$739 ﹤0.01% 554
2021
Q3 		– Sell
-32
Closed -$8K – 459
2021
Q2 		$8K Buy
+32
New +$7.67K ﹤0.01% 416

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evermay Wealth Management's BDX Position: Q1 2024 in Review

Evermay Wealth Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 3 shares — an estimated $732 sold.

Evermay Wealth Management first reported a position in BDX in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Evermay Wealth Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 Becton Dickinson shares in Q1 2024, an estimated $732.
  • Evermay Wealth Management first reported a position in Becton Dickinson in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Becton Dickinson position peaked at $8K in Q2 2021.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.