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Hefty Wealth Partners’s Becton Dickinson BDX Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$84K Hold
398
– – 0.05% 117
2017
Q4 		$83K Hold
398
– – 0.05% 116
2017
Q3 		$76K Hold
398
– – 0.05% 114
2017
Q2 		$75K Hold
398
– – 0.05% 106
2017
Q1 		$71K Hold
398
– – 0.05% 107
2016
Q4 		$64K Hold
398
– – 0.05% 106
2016
Q3 		$69K Buy
+398
New +$68.1K 0.05% 108

Other funds holding BDX

T. Rowe Price Associates
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Hefty Wealth Partners's BDX Position: Q1 2018 in Review

Hefty Wealth Partners held its Becton Dickinson (BDX) position steady in Q1 2018 at 398 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #117.

Hefty Wealth Partners first reported a position in BDX in Q3 2016 and has held it in 7 quarters since. 1,260 funds tracked by Wall St. Rank hold BDX as of Q1 2018.

  • Hefty Wealth Partners held 398 shares of Becton Dickinson worth $84K as of Q1 2018.
  • Hefty Wealth Partners left its Becton Dickinson share count unchanged in Q1 2018.
  • Becton Dickinson made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #117 holding.
  • Hefty Wealth Partners first reported a position in Becton Dickinson in Q3 2016 and has held it in 7 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.