HF
BDX icon

Halpern Financial’s Becton Dickinson BDX Stock Holding History

Halpern Financial’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
Q1 		– Sell
-18
Closed -$4.58K – 184
2022
Q4 		$4.58K Hold
18
– – ﹤0.01% 157
2022
Q3 		$4.01K Buy
+18
New +$4.48K ﹤0.01% 173
2021
Q4 		– Sell
-53
Closed -$12.8K – 252
2021
Q3 		$12.8K Buy
+53
New +$13K 0.01% 158
2021
Q1 		– Sell
-164
Closed -$40K – 256
2020
Q4 		$40K Hold
164
– – 0.02% 59
2020
Q3 		$37.2K Hold
164
– – 0.02% 59
2020
Q2 		$38.3K Hold
164
– – 0.03% 57
2020
Q1 		$36.8K Buy
+164
New +$40.5K 0.03% 52

Other funds holding BDX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Halpern Financial's BDX Position: Q1 2023 in Review

Halpern Financial sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 18 shares — an estimated $4.58K sold.

Halpern Financial first reported a position in BDX in Q1 2020 and held it in 7 quarters. The position peaked at $40K in Q4 2020. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • Halpern Financial reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • Halpern Financial sold 18 Becton Dickinson shares in Q1 2023, an estimated $4.58K.
  • Halpern Financial first reported a position in Becton Dickinson in Q1 2020 and held it in 7 quarters.
  • Halpern Financial's Becton Dickinson position peaked at $40K in Q4 2020.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.