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Investment Research & Advisory Group’s Becton Dickinson BDX Stock Holding History

Investment Research & Advisory 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 		– Sell
-7,096
Closed -$1.73M – 210
2023
Q4 		$1.73M Sell
7,096
-1,505
-17% -$371K 0.88% 33
2023
Q3 		$2.22M Buy
8,601
+105
+1% +$28.4K 1.26% 26
2023
Q2 		$2.24M Buy
8,496
+52
+0.6% +$13.2K 1.3% 25
2023
Q1 		$2.09M Buy
8,444
+709
+9% +$173K 1.34% 24
2022
Q4 		$1.97M Sell
7,735
-483
-6% -$114K 1.29% 25
2022
Q3 		$1.83M Buy
8,218
+137
+2% +$34.1K 1.37% 22
2022
Q2 		$1.99M Buy
8,081
+857
+12% +$218K 1.44% 19
2022
Q1 		$1.88M Buy
7,224
+557
+8% +$143K 1.18% 26
2021
Q4 		$1.64M Buy
6,667
+539
+9% +$129K 0.99% 29
2021
Q3 		$1.48M Buy
6,128
+218
+4% +$53.5K 0.97% 29
2021
Q2 		$1.4M Buy
5,910
+5,732
+3,220% +$1.37M 0.92% 31
2021
Q1 		$42K Hold
178
– – 0.03% 105
2020
Q4 		$44K Hold
178
– – 0.03% 101
2020
Q3 		$40K Hold
178
– – 0.03% 102
2020
Q2 		$41K Hold
178
– – 0.04% 97
2020
Q1 		$40K Hold
178
– – 0.04% 90
2019
Q4 		$47K Buy
+178
New +$44.4K 0.04% 103

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Investment Research & Advisory Group's BDX Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 7,096 shares — an estimated $1.73M sold.

Investment Research & Advisory Group first reported a position in BDX in Q4 2019 and held it in 17 quarters. The position peaked at $2.24M in Q2 2023. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 7,096 Becton Dickinson shares in Q1 2024, an estimated $1.73M.
  • Investment Research & Advisory Group first reported a position in Becton Dickinson in Q4 2019 and held it in 17 quarters.
  • Investment Research & Advisory Group's Becton Dickinson position peaked at $2.24M in Q2 2023.
  • 1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.