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Hotaling Investment Management’s Becton Dickinson BDX Stock Holding History

Hotaling Investment 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
2020
Q1 		– Sell
-6,238
Closed -$1.66M – 99
2019
Q4 		$1.66M Sell
6,238
-98
-2% -$24.4K 0.95% 40
2019
Q3 		$1.56M Buy
6,336
+1,786
+39% +$441K 1% 38
2019
Q2 		$1.12M Buy
4,550
+66
+1% +$15.3K 0.72% 53
2019
Q1 		$1.09M Sell
4,484
-31
-0.7% -$7.33K 0.74% 53
2018
Q4 		$992K Buy
+4,515
New +$1.05M 0.81% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotaling Investment Management's BDX Position: Q1 2020 in Review

Hotaling Investment Management sold out of Becton Dickinson (BDX) in Q1 2020, closing a stake of 6,238 shares — an estimated $1.66M sold.

Hotaling Investment Management first reported a position in BDX in Q4 2018 and held it in 5 quarters. The position peaked at $1.66M in Q4 2019. 1,409 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

  • Hotaling Investment Management reported no remaining Becton Dickinson position as of Q1 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 6,238 Becton Dickinson shares in Q1 2020, an estimated $1.66M.
  • Hotaling Investment Management first reported a position in Becton Dickinson in Q4 2018 and held it in 5 quarters.
  • Hotaling Investment Management's Becton Dickinson position peaked at $1.66M in Q4 2019.
  • 1,409 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on Hotaling Investment Management's 13F filing for Q1 2020, filed 8 Apr 2020.