GYL Financial Synergies’s Becton Dickinson BDX Stock Holding History

GYL Financial Synergies’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 Q3	$204K	Sell	846 -70	-8%	-$16.4K	0.02%	358
2024 Q2	$214K	Sell	916 -5	-0.5%	-$1.18K	0.02%	355
2024 Q1	$228K	Buy	921 +5	+0.5%	+$1.2K	0.02%	342
2023 Q4	$223K	Buy	916 +80	+10%	+$19.7K	0.02%	337
2023 Q3	$216K	Sell	836 -5	-0.6%	-$1.35K	0.02%	310
2023 Q2	$222K	Sell	841 -106	-11%	-$26.9K	0.02%	322
2023 Q1	$234K	Buy	947 +79	+9%	+$19.3K	0.03%	260
2022 Q4	$221K	Buy	+868	New	+$205K	0.05%	202
2022 Q3	–	Sell	-859	Closed	-$212K	–	193
2022 Q2	$212K	Sell	859 -68	-7%	-$17.3K	0.06%	178
2022 Q1	$240K	Buy	+927	New	+$239K	0.06%	181

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GYL Financial Synergies's BDX Position: Q3 2024 in Review

GYL Financial Synergies reduced its Becton Dickinson (BDX) stake by 7.6% in Q3 2024, selling an estimated $16.4K and leaving 846 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #358.

GYL Financial Synergies first reported a position in BDX in Q1 2022 and has held it in 10 quarters since. The position peaked at $240K in Q1 2022. 1,576 funds tracked by Wall St. Rank hold BDX as of Q3 2024.

GYL Financial Synergies held 846 shares of Becton Dickinson worth $204K as of Q3 2024.
GYL Financial Synergies sold 70 Becton Dickinson shares in Q3 2024, an estimated $16.4K.
Becton Dickinson made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #358 holding.
GYL Financial Synergies first reported a position in Becton Dickinson in Q1 2022 and has held it in 10 quarters since.
GYL Financial Synergies's Becton Dickinson position peaked at $240K in Q1 2022.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.