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L.J. Altfest & Co’s Becton Dickinson BDX Stock Holding History

L.J. Altfest & Co’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
-1,168
Closed -$302K – 306
2023
Q3 		$302K Buy
1,168
+9
+0.8% +$2.43K 0.05% 240
2023
Q2 		$306K Sell
1,159
-18
-2% -$4.57K 0.05% 238
2023
Q1 		$291K Sell
1,177
-43
-4% -$10.5K 0.05% 223
2022
Q4 		$310K Buy
+1,220
New +$288K 0.05% 209
2021
Q2 		– Sell
-906
Closed -$215K – 273
2021
Q1 		$215K Buy
906
+34
+4% +$8.31K 0.05% 252
2020
Q4 		$213K Buy
+872
New +$203K 0.05% 248
2019
Q4 		– Sell
-859
Closed -$212K – 193
2019
Q3 		$212K Buy
+859
New +$212K 0.05% 175
2016
Q2 		– Sell
-9,862
Closed -$1.46M – 120
2016
Q1 		$1.46M Sell
9,862
-31
-0.3% -$4.4K 1.5% 26
2015
Q4 		$1.49M Sell
9,893
-470
-5% -$67.7K 1.46% 28
2015
Q3 		$1.34M Buy
10,363
+74
+0.7% +$10.3K 1.32% 30
2015
Q2 		$1.42M Sell
10,289
-73
-0.7% -$10.1K 1.3% 33
2015
Q1 		$1.45M Buy
+10,362
New +$1.45M 1.35% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L.J. Altfest & Co's BDX Position: Q4 2023 in Review

L.J. Altfest & Co sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,168 shares — an estimated $302K sold.

L.J. Altfest & Co first reported a position in BDX in Q1 2015 and held it in 12 quarters. The position peaked at $1.49M in Q4 2015. 1,593 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • L.J. Altfest & Co reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 1,168 Becton Dickinson shares in Q4 2023, an estimated $302K.
  • L.J. Altfest & Co first reported a position in Becton Dickinson in Q1 2015 and held it in 12 quarters.
  • L.J. Altfest & Co's Becton Dickinson position peaked at $1.49M in Q4 2015.
  • 1,593 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on L.J. Altfest & Co's 13F filing for Q4 2023, filed 18 Jan 2024.