Geller Advisors’s Becton Dickinson BDX Stock Holding History

Geller 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	$274K	Sell	1,206 -130	-10%	-$30K	0.02%	213
2024 Q3	$322K	Sell	1,336 -279	-17%	-$65.4K	0.02%	194
2024 Q2	$377K	Buy	1,615 +68	+4%	+$16K	0.03%	179
2024 Q1	$383K	Sell	1,547 -198	-11%	-$47.4K	0.03%	181
2023 Q4	$425K	Sell	1,745 -8	-0.5%	-$1.97K	0.04%	155
2023 Q3	$453K	Buy	1,753 +911	+108%	+$246K	0.05%	127
2023 Q2	$222K	Buy	+842	New	+$214K	0.03%	232
2023 Q1	–	Sell	-997	Closed	-$254K	–	180
2022 Q4	$254K	Buy	+997	New	+$235K	0.04%	114
2021 Q1	–	Sell	-441	Closed	-$203K	–	124
2020 Q4	$203K	Buy	+441	New	+$103K	0.05%	115

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Geller Advisors's BDX Position: Q4 2024 in Review

Geller Advisors reduced its Becton Dickinson (BDX) stake by 9.7% in Q4 2024, selling an estimated $30K and leaving 1,206 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #213.

Geller Advisors first reported a position in BDX in Q4 2020 and has held it in 9 quarters since. The position peaked at $453K in Q3 2023. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Geller Advisors held 1,206 shares of Becton Dickinson worth $274K as of Q4 2024.
Geller Advisors sold 130 Becton Dickinson shares in Q4 2024, an estimated $30K.
Becton Dickinson made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #213 holding.
Geller Advisors first reported a position in Becton Dickinson in Q4 2020 and has held it in 9 quarters since.
Geller Advisors's Becton Dickinson position peaked at $453K in Q3 2023.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.