Joule Financial’s Becton Dickinson BDX Stock Holding History

Joule Financial’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
2023 Q4	–	Sell	-1,914	Closed	-$495K	–	109
2023 Q3	$495K	Buy	+1,914	New	+$517K	0.25%	54

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joule Financial's BDX Position: Q4 2023 in Review

Joule Financial sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,914 shares — an estimated $495K sold.

Joule Financial first reported a position in BDX in Q3 2023 and held it in 1 quarter. The position peaked at $495K in Q3 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

Joule Financial reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
Joule Financial sold 1,914 Becton Dickinson shares in Q4 2023, an estimated $495K.
Joule Financial first reported a position in Becton Dickinson in Q3 2023 and held it in 1 quarter.
Joule Financial's Becton Dickinson position peaked at $495K in Q3 2023.
1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.