FormulaFolio Investments’s Becton Dickinson BDX Stock Holding History

FormulaFolio Investments’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 Q2	$1K	Buy	+6	New	+$1.44K	﹤0.01%	454
2021 Q1	–	Hold	0	–	–	–	424
2019 Q2	–	Sell	-870	Closed	-$212K	–	321
2019 Q1	$212K	Sell	870 -2,376	-73%	-$562K	0.01%	314
2018 Q4	$827K	Hold	3,246	–	–	0.04%	161
2018 Q3	$827K	Sell	3,246 -18	-0.6%	-$4.43K	0.04%	161
2018 Q2	$763K	Sell	3,264 -388	-11%	-$86.4K	0.04%	160
2018 Q1	$772K	Buy	3,652 +42	+1%	+$9.2K	0.05%	132
2017 Q4	$754K	Buy	3,610 +54	+2%	+$11.3K	0.05%	128
2017 Q3	$680K	Buy	3,556 +186	+6%	+$36.1K	0.05%	108
2017 Q2	$642K	Buy	3,370 +2,222	+194%	+$406K	0.06%	108
2017 Q1	$205K	Buy	+1,148	New	+$200K	0.02%	204
2016 Q4	–	Sell	-1,207	Closed	-$212K	–	188
2016 Q3	$212K	Buy	+1,207	New	+$206K	0.03%	134

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

FormulaFolio Investments's BDX Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Becton Dickinson (BDX) in Q2 2021: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in BDX as recently as Q1 2019.

FormulaFolio Investments first reported a position in BDX in Q3 2016 and has held it in 11 quarters since. The position peaked at $827K in Q4 2018. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

FormulaFolio Investments held 6 shares of Becton Dickinson worth $1K as of Q2 2021.
Becton Dickinson was a new FormulaFolio Investments position in Q2 2021.
Becton Dickinson made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #454 holding.
FormulaFolio Investments first reported a position in Becton Dickinson in Q3 2016 and has held it in 11 quarters since.
FormulaFolio Investments's Becton Dickinson position peaked at $827K in Q4 2018.
1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.