Hirtle Callaghan & Co’s Becton Dickinson BDX Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-207	Closed	-$40K	–	158
2017 Q3	$40K	Hold	207	–	–	﹤0.01%	111
2017 Q2	$40K	Sell	207 -51	-20%	-$9.31K	0.01%	76
2017 Q1	$46K	Sell	258 -718	-74%	-$125K	0.01%	77
2016 Q4	$158K	Sell	976 -148	-13%	-$24.6K	0.03%	28
2016 Q3	$197K	Hold	1,124	–	–	0.04%	92
2016 Q2	$186K	Sell	1,124 -718	-39%	-$115K	0.03%	85
2016 Q1	$273K	Sell	1,842 -129	-7%	-$18.3K	0.05%	76
2015 Q4	$296K	Sell	1,971 -77	-4%	-$11.1K	0.07%	34
2015 Q3	$266K	Hold	2,048	–	–	0.05%	48
2015 Q2	$283K	Buy	+2,048	New	+$283K	0.1%	53
2015 Q1	–	Sell	-3,960	Closed	-$538K	–	51
2014 Q4	$538K	Hold	3,960	–	–	0.12%	105
2014 Q3	$440K	Hold	3,960	–	–	0.07%	120
2014 Q2	$457K	Hold	3,960	–	–	0.06%	145
2014 Q1	$452K	Hold	3,960	–	–	0.07%	138
2013 Q4	$427K	Hold	3,960	–	–	0.06%	143
2013 Q3	$386K	Buy	+3,960	New	+$388K	0.06%	152

Other funds holding BDX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hirtle Callaghan & Co's BDX Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Becton Dickinson (BDX) in Q4 2017, closing a stake of 207 shares — an estimated $40K sold.

Hirtle Callaghan & Co first reported a position in BDX in Q3 2013 and held it in 16 quarters. The position peaked at $538K in Q4 2014. 1,238 funds tracked by Wall St. Rank hold BDX as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Becton Dickinson position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 207 Becton Dickinson shares in Q4 2017, an estimated $40K.
Hirtle Callaghan & Co first reported a position in Becton Dickinson in Q3 2013 and held it in 16 quarters.
Hirtle Callaghan & Co's Becton Dickinson position peaked at $538K in Q4 2014.
1,238 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.