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Forward Management’s Becton Dickinson BDX Stock Holding History

Forward 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
2018
Q4 		– Sell
-5,098
Closed -$1.3M – 55
2018
Q3 		$1.3M Sell
5,098
-1,108
-18% -$273K 0.22% 45
2018
Q2 		$1.45M Sell
6,206
-176
-3% -$39.2K 0.24% 54
2018
Q1 		$1.35M Buy
6,382
+375
+6% +$82.1K 0.2% 67
2017
Q4 		$1.25M Sell
6,007
-296
-5% -$62K 0.14% 85
2017
Q3 		$1.21M Buy
6,303
+127
+2% +$24.6K 0.13% 96
2017
Q2 		$1.18M Buy
6,176
+33
+0.5% +$6.03K 0.1% 104
2017
Q1 		$1.1M Buy
6,143
+446
+8% +$77.7K 0.09% 106
2016
Q4 		$920K Buy
5,697
+239
+4% +$39.7K 0.06% 139
2016
Q3 		$957K Sell
5,458
-1,120
-17% -$192K 0.07% 114
2016
Q2 		$1.09M Sell
6,578
-108
-2% -$17.3K 0.09% 105
2016
Q1 		$990K Sell
6,686
-193
-3% -$27.4K 0.08% 120
2015
Q4 		$1.03M Sell
6,879
-1,589
-19% -$229K 0.09% 126
2015
Q3 		$1.1M Sell
8,468
-117
-1% -$16.3K 0.09% 131
2015
Q2 		$1.19M Buy
8,585
+696
+9% +$96.1K 0.07% 155
2015
Q1 		$1.1M Sell
7,889
-43
-0.5% -$6.02K 0.07% 159
2014
Q4 		$1.08M Buy
7,932
+152
+2% +$19.4K 0.06% 162
2014
Q3 		$864K Sell
7,780
-246
-3% -$28.1K 0.05% 180
2014
Q2 		$926K Buy
8,026
+92
+1% +$10.4K 0.05% 160
2014
Q1 		$906K Sell
7,934
-394
-5% -$43.3K 0.05% 160
2013
Q4 		$898K Sell
8,328
-18
-0.2% -$1.87K 0.05% 154
2013
Q3 		$814K Sell
8,346
-261
-3% -$25.5K 0.05% 168
2013
Q2 		$830K Buy
+8,607
New +$821K 0.07% 160

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forward Management's BDX Position: Q4 2018 in Review

Forward Management sold out of Becton Dickinson (BDX) in Q4 2018, closing a stake of 5,098 shares — an estimated $1.3M sold.

Forward Management first reported a position in BDX in Q2 2013 and held it in 22 quarters. The position peaked at $1.45M in Q2 2018. 1,346 funds tracked by Wall St. Rank hold BDX as of Q4 2018.

  • Forward Management reported no remaining Becton Dickinson position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 5,098 Becton Dickinson shares in Q4 2018, an estimated $1.3M.
  • Forward Management first reported a position in Becton Dickinson in Q2 2013 and held it in 22 quarters.
  • Forward Management's Becton Dickinson position peaked at $1.45M in Q2 2018.
  • 1,346 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.