HFA
BDX icon

HC Financial Advisors’s Becton Dickinson BDX Stock Holding History

HC Financial Advisors’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
2022
Q2 		$2.35M Sell
9,526
-342
-3% -$86.8K 1.57% 23
2022
Q1 		$2.56M Sell
9,868
-917
-9% -$236K 1.52% 22
2021
Q4 		$2.65M Buy
10,785
+165
+2% +$39.5K 1.47% 23
2021
Q3 		$2.55M Buy
10,620
+11
+0.1% +$2.7K 1.53% 21
2021
Q2 		$2.52M Sell
10,609
-142
-1% -$34K 1.47% 23
2021
Q1 		$2.55M Sell
10,751
-527
-5% -$129K 1.55% 21
2020
Q4 		$2.75M Buy
11,278
+443
+4% +$103K 1.76% 16
2020
Q3 		$2.46M Buy
10,835
+113
+1% +$27.8K 1.76% 18
2020
Q2 		$2.5M Sell
10,722
-132
-1% -$31.8K 1.95% 12
2020
Q1 		$2.43M Buy
10,854
+908
+9% +$224K 2.17% 10
2019
Q4 		$2.64M Sell
9,946
-60
-0.6% -$15K 2.07% 15
2019
Q3 		$2.47M Sell
10,006
-571
-5% -$141K 2.12% 16
2019
Q2 		$2.6M Sell
10,577
-187
-2% -$43.4K 2.6% 15
2019
Q1 		$2.62M Sell
10,764
-17
-0.2% -$4.02K 2.75% 14
2018
Q4 		$2.37M Buy
10,781
+96
+0.9% +$22.3K 5.29% 9
2018
Q3 		$2.72M Sell
10,685
-177
-2% -$43.6K 2.41% 13
2018
Q2 		$2.54M Sell
10,862
-674
-6% -$150K 2.47% 9
2018
Q1 		$2.44M Sell
11,536
-226
-2% -$49.5K 2.41% 10
2017
Q4 		$2.46M Buy
+11,762
New +$2.46M 2.37% 10

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HC Financial Advisors's BDX Position: Q2 2022 in Review

HC Financial Advisors reduced its Becton Dickinson (BDX) stake by 3.5% in Q2 2022, selling an estimated $86.8K and leaving 9,526 shares worth $2.35M. The position accounts for 1.57% of the portfolio, ranked #23.

HC Financial Advisors first reported a position in BDX in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.75M in Q4 2020. 1,536 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • HC Financial Advisors held 9,526 shares of Becton Dickinson worth $2.35M as of Q2 2022.
  • HC Financial Advisors sold 342 Becton Dickinson shares in Q2 2022, an estimated $86.8K.
  • Becton Dickinson made up 1.57% of HC Financial Advisors's portfolio in Q2 2022, its #23 holding.
  • HC Financial Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Becton Dickinson position peaked at $2.75M in Q4 2020.
  • 1,536 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.