Jacobsen Capital Management’s Becton Dickinson BDX Stock Holding History

Jacobsen 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
2021 Q1	–	Sell	-5,015	Closed	-$1.22M	–	56
2020 Q4	$1.22M	Hold	5,015	–	–	0.73%	29
2020 Q3	$1.14M	Sell	5,015 -58	-1%	-$14.3K	0.8%	27
2020 Q2	$1.18M	Buy	+5,073	New	+$1.22M	0.9%	22
2019 Q4	$1.15M	Sell	4,333 -16	-0.4%	-$3.99K	1.15%	20
2019 Q3	$1.07M	Hold	4,349	–	–	1.03%	24
2019 Q2	$1.07M	Buy	+4,349	New	+$1.01M	1.07%	24

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

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

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Jacobsen Capital Management's BDX Position: Q1 2021 in Review

Jacobsen Capital Management sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 5,015 shares — an estimated $1.22M sold.

Jacobsen Capital Management first reported a position in BDX in Q2 2019 and held it in 6 quarters. The position peaked at $1.22M in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

Jacobsen Capital Management reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
Jacobsen Capital Management sold 5,015 Becton Dickinson shares in Q1 2021, an estimated $1.22M.
Jacobsen Capital Management first reported a position in Becton Dickinson in Q2 2019 and held it in 6 quarters.
Jacobsen Capital Management's Becton Dickinson position peaked at $1.22M in Q4 2020.
1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Jacobsen Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.