Harvest Fund Management’s Becton Dickinson BDX Stock Holding History

Harvest Fund 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
2023 Q4	–	Sell	-217	Closed	-$56K	–	645
2023 Q3	$56K	Buy	+217	New	+$58.6K	0.01%	388
2022 Q4	–	Sell	-41	Closed	-$9K	–	759
2022 Q3	$9K	Buy	+41	New	+$10.2K	﹤0.01%	663
2020 Q2	–	Sell	-261	Closed	-$58K	–	457
2020 Q1	$58K	Buy	+261	New	+$64.4K	0.01%	276
2019 Q4	–	Sell	-111	Closed	-$27K	–	413
2019 Q3	$27K	Sell	111 -243	-69%	-$60K	﹤0.01%	343
2019 Q2	$87K	Sell	354 -166	-32%	-$38.6K	0.01%	225
2019 Q1	$127K	Hold	520	–	–	0.02%	164
2018 Q4	$114K	Sell	520 -245	-32%	-$56.9K	0.02%	171
2018 Q3	$195K	Hold	765	–	–	0.03%	167
2018 Q2	$179K	Hold	765	–	–	0.03%	84
2018 Q1	$161K	Hold	765	–	–	0.03%	86
2017 Q4	$160K	Hold	765	–	–	0.03%	79
2017 Q3	$146K	Hold	765	–	–	0.02%	74
2017 Q2	$146K	Buy	765 +347	+83%	+$63.4K	0.02%	83
2017 Q1	$75K	Hold	418	–	–	0.01%	109
2016 Q4	$68K	Buy	+418	New	+$69.4K	0.02%	131

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

Harvest Fund Management's BDX Position: Q4 2023 in Review

Harvest Fund Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 217 shares — an estimated $56K sold.

Harvest Fund Management first reported a position in BDX in Q4 2016 and held it in 15 quarters. The position peaked at $195K in Q3 2018. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Harvest Fund Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Harvest Fund Management sold 217 Becton Dickinson shares in Q4 2023, an estimated $56K.
Harvest Fund Management first reported a position in Becton Dickinson in Q4 2016 and held it in 15 quarters.
Harvest Fund Management's Becton Dickinson position peaked at $195K in Q3 2018.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Harvest Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.