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Highland Private Wealth Management’s Becton Dickinson BDX Stock Holding History

Highland Private Wealth 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
2022
Q4 		– Sell
-1,124
Closed -$251K – 20
2022
Q3 		$251K Buy
1,124
+4
+0.4% +$995 0.04% 152
2022
Q2 		$276K Sell
1,120
-31
-3% -$7.87K 0.04% 137
2022
Q1 		$298K Buy
1,151
+23
+2% +$5.92K 0.04% 137
2021
Q4 		$276K Buy
1,128
+58
+5% +$13.9K 0.04% 151
2021
Q3 		$256K Buy
1,070
+20
+2% +$4.91K 0.04% 149
2021
Q2 		$249K Buy
1,050
+16
+2% +$3.83K 0.04% 148
2021
Q1 		$246K Sell
1,034
-94
-8% -$23K 0.04% 135
2020
Q4 		$275K Buy
1,128
+31
+3% +$7.23K 0.05% 116
2020
Q3 		$249K Sell
1,097
-37
-3% -$9.09K 0.05% 111
2020
Q2 		$265K Buy
1,134
+65
+6% +$15.7K 0.06% 107
2020
Q1 		$240K Sell
1,069
-13
-1% -$3.21K 0.07% 97
2019
Q4 		$287K Buy
1,082
+14
+1% +$3.49K 0.07% 98
2019
Q3 		$264K Buy
1,068
+154
+17% +$38K 0.07% 89
2019
Q2 		$225K Buy
914
+22
+2% +$5.11K 0.06% 111
2019
Q1 		$217K Buy
+892
New +$211K 0.07% 105
2018
Q4 		– Sell
-864
Closed -$220K – 102
2018
Q3 		$220K Buy
+864
New +$213K 0.07% 98

Other funds holding BDX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Highland Private Wealth Management's BDX Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 1,124 shares — an estimated $251K sold.

Highland Private Wealth Management first reported a position in BDX in Q3 2018 and held it in 16 quarters. The position peaked at $298K in Q1 2022. 1,555 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 1,124 Becton Dickinson shares in Q4 2022, an estimated $251K.
  • Highland Private Wealth Management first reported a position in Becton Dickinson in Q3 2018 and held it in 16 quarters.
  • Highland Private Wealth Management's Becton Dickinson position peaked at $298K in Q1 2022.
  • 1,555 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.