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Kore Private Wealth’s Becton Dickinson BDX Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-219
Closed -$51K – 353
2020
Q2 		$51K Sell
219
-244
-53% -$58.8K 0.01% 451
2020
Q1 		$104K Sell
463
-114
-20% -$28.1K 0.02% 304
2019
Q4 		$153K Buy
+577
New +$144K 0.03% 291
2019
Q2 		– Sell
-250
Closed -$61K – 286
2019
Q1 		$61K Sell
250
-489
-66% -$116K 0.01% 355
2018
Q4 		$162K Buy
+739
New +$172K 0.04% 222

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kore Private Wealth's BDX Position: Q3 2020 in Review

Kore Private Wealth sold out of Becton Dickinson (BDX) in Q3 2020, closing a stake of 219 shares — an estimated $51K sold.

Kore Private Wealth first reported a position in BDX in Q4 2018 and held it in 5 quarters. The position peaked at $162K in Q4 2018. 1,435 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Kore Private Wealth reported no remaining Becton Dickinson position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 219 Becton Dickinson shares in Q3 2020, an estimated $51K.
  • Kore Private Wealth first reported a position in Becton Dickinson in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Becton Dickinson position peaked at $162K in Q4 2018.
  • 1,435 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.