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Kovitz Investment Group’s Becton Dickinson BDX Stock Holding History

Kovitz Investment 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
2014
Q2 		– Sell
-298,419
Closed -$27.8M – 108
2014
Q1 		$27.8M Buy
298,419
+296,483
+15,314% +$32.6M 1.43% 32
2013
Q4 		$209K Sell
1,936
-222,774
-99% -$23.1M 0.01% 116
2013
Q3 		$21.9M Sell
224,710
-128,782
-36% -$12.6M 1.06% 34
2013
Q2 		$34.1M Buy
+353,492
New +$33.7M 1.75% 29

Other funds holding BDX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kovitz Investment Group's BDX Position: Q2 2014 in Review

Kovitz Investment Group sold out of Becton Dickinson (BDX) in Q2 2014, closing a stake of 298,419 shares — an estimated $27.8M sold.

Kovitz Investment Group first reported a position in BDX in Q2 2013 and held it in 4 quarters. The position peaked at $34.1M in Q2 2013. 851 funds tracked by Wall St. Rank hold BDX as of Q2 2014.

  • Kovitz Investment Group reported no remaining Becton Dickinson position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 298,419 Becton Dickinson shares in Q2 2014, an estimated $27.8M.
  • Kovitz Investment Group first reported a position in Becton Dickinson in Q2 2013 and held it in 4 quarters.
  • Kovitz Investment Group's Becton Dickinson position peaked at $34.1M in Q2 2013.
  • 851 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.