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Kiley Juergens Wealth Management’s Becton Dickinson BDX Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-391
Closed -$99K – 97
2018
Q3 		$99K Hold
391
– – 0.07% 153
2018
Q2 		$91K Buy
+391
New +$87K 0.08% 147
2018
Q1 		– Sell
-391
Closed -$81K – 135
2017
Q4 		$81K Buy
+391
New +$81.9K 0.07% 148

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's BDX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Becton Dickinson (BDX) in Q4 2018, closing a stake of 391 shares — an estimated $99K sold.

Kiley Juergens Wealth Management first reported a position in BDX in Q4 2017 and held it in 3 quarters. The position peaked at $99K in Q3 2018. 1,346 funds tracked by Wall St. Rank hold BDX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Becton Dickinson position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 391 Becton Dickinson shares in Q4 2018, an estimated $99K.
  • Kiley Juergens Wealth Management first reported a position in Becton Dickinson in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Becton Dickinson position peaked at $99K in Q3 2018.
  • 1,346 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.