HFS
BDX icon

Heritage Financial Services’s Becton Dickinson BDX Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-56
Closed -$13K – 104
2022
Q2 		$13K Buy
+56
New +$14.2K 0.01% 282

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Heritage Financial Services's BDX Position: Q3 2022 in Review

Heritage Financial Services sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 56 shares — an estimated $13K sold.

Heritage Financial Services first reported a position in BDX in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Heritage Financial Services reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 56 Becton Dickinson shares in Q3 2022, an estimated $13K.
  • Heritage Financial Services first reported a position in Becton Dickinson in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Becton Dickinson position peaked at $13K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.