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Evernest Financial Advisors’s Becton Dickinson BDX Stock Holding History

Evernest Financial 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
2024
Q4 		– Sell
-1,157
Closed -$279K – 164
2024
Q3 		$279K Sell
1,157
-34
-3% -$7.97K 0.08% 135
2024
Q2 		$278K Sell
1,191
-96
-7% -$22.6K 0.12% 113
2024
Q1 		$301K Sell
1,287
-376
-23% -$90K 0.14% 105
2023
Q4 		$405K Buy
+1,663
New +$410K 0.21% 97
2021
Q4 		$290K Buy
+1,221
New +$293K 0.15% 104

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
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

Evernest Financial Advisors's BDX Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 1,157 shares — an estimated $279K sold.

Evernest Financial Advisors first reported a position in BDX in Q4 2021 and held it in 5 quarters. The position peaked at $405K in Q4 2023. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,157 Becton Dickinson shares in Q4 2024, an estimated $279K.
  • Evernest Financial Advisors first reported a position in Becton Dickinson in Q4 2021 and held it in 5 quarters.
  • Evernest Financial Advisors's Becton Dickinson position peaked at $405K in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.