InterOcean Capital Group’s Becton Dickinson BDX Stock Holding History

InterOcean Capital Group’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	$247K	Sell	996 -71	-7%	-$17K	0.01%	416
2023 Q4	$260K	Sell	1,067 -872	-45%	-$215K	0.01%	390
2023 Q3	$501K	Buy	1,939 +8	+0.4%	+$2.16K	0.02%	273
2023 Q2	$510K	Sell	1,931 -50	-3%	-$12.7K	0.02%	268
2023 Q1	$490K	Hold	1,981	–	–	0.02%	260
2022 Q4	$504K	Sell	1,981 -30	-1%	-$7.08K	0.02%	261
2022 Q3	$448K	Sell	2,011 -60	-3%	-$14.9K	0.02%	251
2022 Q2	$511K	Sell	2,071 -226	-10%	-$57.4K	0.02%	238
2022 Q1	$596K	Sell	2,297 -7	-0.3%	-$1.8K	0.03%	159
2021 Q4	$565K	Buy	2,304 +922	+67%	+$221K	0.02%	163
2021 Q3	$331K	Buy	1,382 +34	+3%	+$8.34K	0.02%	193
2021 Q2	$320K	Sell	1,348 -20	-1%	-$4.79K	0.02%	202
2021 Q1	$325K	Buy	1,368 +52	+4%	+$12.7K	0.02%	182
2020 Q4	$321K	Buy	+1,316	New	+$307K	0.02%	173

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

InterOcean Capital Group's BDX Position: Q1 2024 in Review

InterOcean Capital Group reduced its Becton Dickinson (BDX) stake by 6.7% in Q1 2024, selling an estimated $17K and leaving 996 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #416.

InterOcean Capital Group first reported a position in BDX in Q4 2020 and has held it in 14 quarters since. The position peaked at $596K in Q1 2022. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

InterOcean Capital Group held 996 shares of Becton Dickinson worth $247K as of Q1 2024.
InterOcean Capital Group sold 71 Becton Dickinson shares in Q1 2024, an estimated $17K.
Becton Dickinson made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #416 holding.
InterOcean Capital Group first reported a position in Becton Dickinson in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's Becton Dickinson position peaked at $596K in Q1 2022.
1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.