IMS Capital Management’s Becton Dickinson BDX Stock Holding History

IMS Capital 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
2024 Q1	–	Sell	-886	Closed	-$216K	–	146
2023 Q4	$216K	Sell	886 -90	-9%	-$22.2K	0.11%	138
2023 Q3	$252K	Hold	976	–	–	0.15%	112
2023 Q2	$258K	Hold	976	–	–	0.14%	113
2023 Q1	$242K	Hold	976	–	–	0.14%	128
2022 Q4	$248K	Sell	976 -60	-6%	-$14.2K	0.16%	122
2022 Q3	$231K	Hold	1,036	–	–	0.16%	120
2022 Q2	$255K	Sell	1,036 -26	-2%	-$6.6K	0.16%	120
2022 Q1	$269K	Sell	1,062 -36	-3%	-$9.27K	0.14%	127
2021 Q4	$269K	Hold	1,098	–	–	0.14%	119
2021 Q3	$263K	Hold	1,098	–	–	0.15%	114
2021 Q2	$260K	Buy	+1,098	New	+$263K	0.15%	110
2018 Q4	–	Sell	-115	Closed	-$29K	–	144
2018 Q3	$29K	Buy	+115	New	+$28.3K	0.02%	230

Other funds holding BDX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IMS Capital Management's BDX Position: Q1 2024 in Review

IMS Capital Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 886 shares — an estimated $216K sold.

IMS Capital Management first reported a position in BDX in Q3 2018 and held it in 12 quarters. The position peaked at $269K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

IMS Capital Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
IMS Capital Management sold 886 Becton Dickinson shares in Q1 2024, an estimated $216K.
IMS Capital Management first reported a position in Becton Dickinson in Q3 2018 and held it in 12 quarters.
IMS Capital Management's Becton Dickinson position peaked at $269K in Q1 2022.
1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on IMS Capital Management's 13F filing for Q1 2024, filed 13 Jun 2024.