Genovese Burford & Brothers Wealth & Retirement Plan Management’s Becton Dickinson BDX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q1	–	Sell	-769	Closed	-$204K	–	92
2019 Q4	$204K	Buy	+769	New	+$192K	0.05%	108
2019 Q2	–	Sell	-846	Closed	-$206K	–	105
2019 Q1	$206K	Buy	+846	New	+$200K	0.06%	93
2018 Q4	–	Sell	-846	Closed	-$215K	–	89
2018 Q3	$215K	Sell	846 -25	-3%	-$6.16K	0.07%	85
2018 Q2	$204K	Hold	871	–	–	0.07%	77
2018 Q1	$184K	Hold	871	–	–	0.07%	79
2017 Q4	$207K	Buy	+871	New	+$182K	0.54%	37
2016 Q3	–	Sell	-410	Closed	-$67K	–	427
2016 Q2	$67K	Hold	410	–	–	0.03%	126
2016 Q1	$60K	Hold	410	–	–	0.03%	113
2015 Q4	$62K	Buy	+410	New	+$59K	0.03%	111

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's BDX Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Becton Dickinson (BDX) in Q1 2020, closing a stake of 769 shares — an estimated $204K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BDX in Q4 2015 and held it in 9 quarters. The position peaked at $215K in Q3 2018. 1,409 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Becton Dickinson position as of Q1 2020 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 769 Becton Dickinson shares in Q1 2020, an estimated $204K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Becton Dickinson in Q4 2015 and held it in 9 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Becton Dickinson position peaked at $215K in Q3 2018.
1,409 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.