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Financial Gravity Asset Management’s Becton Dickinson BDX Stock Holding History

Financial Gravity Asset 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
Q2 		$467 Sell
2
-10
-83% -$2.36K ﹤0.01% 919
2024
Q1 		$3.07K Sell
12
-26
-68% -$6.22K ﹤0.01% 984
2023
Q4 		$10.2K Hold
38
– – ﹤0.01% 785
2023
Q3 		$9.85K Sell
38
-226
-86% -$61K ﹤0.01% 598
2023
Q2 		$3.5K Buy
264
+16
+6% +$4.06K 0.01% 544
2023
Q1 		$297 Sell
248
-6
-2% -$1.47K 0.01% 544
2022
Q4 		$3.02K Sell
254
-1,084
-81% -$256K 0.02% 479
2022
Q3 		$267 Sell
1,338
-4,590
-77% -$1.14M 0.01% 497
2022
Q2 		$2.62K Sell
5,928
-637
-10% -$162K 0.08% 243
2022
Q1 		$2.85K Buy
6,565
+5,021
+325% +$1.29M 0.08% 224
2021
Q4 		$302 Buy
1,544
+1,543
+154,300% +$370K 0.01% 573
2021
Q3 		$246K Hold
1
– – 0.12% 146
2021
Q2 		$243K Sell
1
-3
-75% -$719 0.09% 151
2021
Q1 		$857 Hold
4
– – 0.02% 330
2020
Q4 		$1K Buy
+4
New +$933 ﹤0.01% 375
2020
Q2 		– Sell
-77
Closed -$17.1K – 97
2020
Q1 		$17.1K Buy
77
+24
+45% +$5.93K 0.05% 138
2019
Q4 		$272K Sell
53
-62
-54% -$15.5K 0.19% 65
2019
Q3 		$28K Sell
115
-56
-33% -$13.8K 0.02% 393
2019
Q2 		$42K Buy
171
+77
+82% +$17.9K 0.03% 351
2019
Q1 		$23K Buy
+94
New +$22.2K 0.02% 418
2018
Q3 		$21K Sell
95
-3
-3% -$739 0.02% 465
2018
Q2 		$24K Sell
98
-40
-29% -$8.9K 0.02% 450
2018
Q1 		$31K Buy
+138
New +$30.2K 0.03% 454

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Gravity Asset Management's BDX Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Becton Dickinson (BDX) stake by 83% in Q2 2024, selling an estimated $2.36K and leaving 2 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Financial Gravity Asset Management first reported a position in BDX in Q1 2018 and has held it in 23 quarters since. The position peaked at $272K in Q4 2019. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Financial Gravity Asset Management held 2 shares of Becton Dickinson worth $467 as of Q2 2024.
  • Financial Gravity Asset Management sold 10 Becton Dickinson shares in Q2 2024, an estimated $2.36K.
  • Becton Dickinson made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #919 holding.
  • Financial Gravity Asset Management first reported a position in Becton Dickinson in Q1 2018 and has held it in 23 quarters since.
  • Financial Gravity Asset Management's Becton Dickinson position peaked at $272K in Q4 2019.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.