Hamel Associates’s Becton Dickinson BDX Stock Holding History

Hamel Associates’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
2021 Q2	–	Sell	-928	Closed	-$220K	–	70
2021 Q1	$220K	Sell	928 -282	-23%	-$68.9K	0.08%	67
2020 Q4	$295K	Hold	1,210	–	–	0.12%	62
2020 Q3	$275K	Hold	1,210	–	–	0.12%	60
2020 Q2	$282K	Hold	1,210	–	–	0.14%	57
2020 Q1	$271K	Hold	1,210	–	–	0.14%	61
2019 Q4	$321K	Sell	1,210 -384	-24%	-$95.7K	0.13%	73
2019 Q3	$393K	Sell	1,594 -77	-5%	-$19K	0.17%	69
2019 Q2	$411K	Sell	1,671 -51	-3%	-$11.8K	0.18%	69
2019 Q1	$420K	Sell	1,722 -564	-25%	-$133K	0.19%	72
2018 Q4	$502K	Hold	2,286	–	–	0.25%	68
2018 Q3	$582K	Sell	2,286 -102	-4%	-$25.1K	0.25%	69
2018 Q2	$558K	Sell	2,388 -128	-5%	-$28.5K	0.26%	69
2018 Q1	$532	Sell	2,516 -513	-17%	-$112K	0.04%	67
2017 Q4	$633K	Hold	3,029	–	–	0.3%	55
2017 Q3	$579K	Hold	3,029	–	–	0.28%	57
2017 Q2	$577K	Hold	3,029	–	–	0.29%	57
2017 Q1	$542K	Hold	3,029	–	–	0.28%	57
2016 Q4	$489K	Hold	3,029	–	–	0.25%	61
2016 Q3	$531K	Sell	3,029 -102	-3%	-$17.4K	0.28%	59
2016 Q2	$518K	Hold	3,131	–	–	0.27%	63
2016 Q1	$464K	Sell	3,131 -205	-6%	-$29.1K	0.25%	66
2015 Q4	$502K	Buy	+3,336	New	+$480K	0.32%	60
2015 Q3	–	Sell	-2,142	Closed	-$296K	–	88
2015 Q2	$296K	Sell	2,142 -733	-25%	-$101K	0.19%	85
2015 Q1	$403K	Sell	2,875 -385	-12%	-$53.9K	0.27%	79
2014 Q4	$443K	Sell	3,260 -881	-21%	-$113K	0.29%	75
2014 Q3	$460K	Sell	4,141 -154	-4%	-$17.6K	0.31%	75
2014 Q2	$496K	Hold	4,295	–	–	0.33%	78
2014 Q1	$491K	Hold	4,295	–	–	0.34%	73
2013 Q4	$463K	Buy	+4,295	New	+$445K	0.32%	74

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

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

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Hamel Associates's BDX Position: Q2 2021 in Review

Hamel Associates sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 928 shares — an estimated $220K sold.

Hamel Associates first reported a position in BDX in Q4 2013 and held it in 29 quarters. The position peaked at $633K in Q4 2017. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

Hamel Associates reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
Hamel Associates sold 928 Becton Dickinson shares in Q2 2021, an estimated $220K.
Hamel Associates first reported a position in Becton Dickinson in Q4 2013 and held it in 29 quarters.
Hamel Associates's Becton Dickinson position peaked at $633K in Q4 2017.
1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Hamel Associates's 13F filing for Q2 2021, filed 4 Aug 2021.