GW & Wade’s Becton Dickinson BDX Stock Holding History

GW & Wade’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
2023 Q4	$504K	Sell	2,069 -3	-0.1%	-$739	0.02%	290
2023 Q3	$536K	Hold	2,072	–	–	0.02%	267
2023 Q2	$547K	Buy	2,072 +1	+0%	+$254	0.02%	265
2023 Q1	$513K	Sell	2,071 -42	-2%	-$10.3K	0.02%	258
2022 Q4	$537K	Sell	2,113 -286	-12%	-$67.5K	0.02%	246
2022 Q3	$535K	Sell	2,399 -128	-5%	-$31.9K	0.03%	235
2022 Q2	$623K	Sell	2,527 -27	-1%	-$6.86K	0.03%	228
2022 Q1	$663K	Sell	2,554 -75	-3%	-$19.3K	0.03%	220
2021 Q4	$645K	Buy	2,629 +1,143	+77%	+$274K	0.03%	224
2021 Q3	$356K	Buy	1,486 +78	+6%	+$19.1K	0.02%	285
2021 Q2	$334K	Sell	1,408 -193	-12%	-$46.3K	0.02%	291
2021 Q1	$380K	Sell	1,601 -397	-20%	-$97K	0.02%	254
2020 Q4	$488K	Buy	+1,998	New	+$466K	0.03%	196

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GW & Wade's BDX Position: Q4 2023 in Review

GW & Wade reduced its Becton Dickinson (BDX) stake by 0.14% in Q4 2023, selling an estimated $739 and leaving 2,069 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #290.

GW & Wade first reported a position in BDX in Q4 2020 and has held it in 13 quarters since. The position peaked at $663K in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

GW & Wade held 2,069 shares of Becton Dickinson worth $504K as of Q4 2023.
GW & Wade sold 3 Becton Dickinson shares in Q4 2023, an estimated $739.
Becton Dickinson made up 0.02% of GW & Wade's portfolio in Q4 2023, its #290 holding.
GW & Wade first reported a position in Becton Dickinson in Q4 2020 and has held it in 13 quarters since.
GW & Wade's Becton Dickinson position peaked at $663K in Q1 2022.
1,593 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.