Laffer Tengler Investments’s Becton Dickinson BDX Stock Holding History

Laffer Tengler Investments’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
2024 Q3	–	Sell	-400	Closed	-$93.5K	–	189
2024 Q2	$93.5K	Hold	400	–	–	0.02%	216
2024 Q1	$99K	Hold	400	–	–	0.03%	195
2023 Q4	$97.5K	Sell	400 -143	-26%	-$35.2K	0.03%	183
2023 Q3	$140K	Buy	543 +143	+36%	+$38.6K	0.04%	157
2023 Q2	$106K	Hold	400	–	–	0.03%	249
2023 Q1	$99K	Hold	400	–	–	0.03%	264
2022 Q4	$102K	Hold	400	–	–	0.03%	259
2022 Q3	$89.1K	Hold	400	–	–	0.03%	220
2022 Q2	$98.6K	Sell	400 -10	-2%	-$2.54K	0.03%	217
2022 Q1	$106K	Hold	410	–	–	0.03%	246
2021 Q4	$101K	Hold	410	–	–	0.03%	256
2021 Q3	$98.3K	Buy	+410	New	+$101K	0.03%	282
2021 Q2	–	Sell	-410	Closed	-$97.3K	–	333
2021 Q1	$97.3K	Hold	410	–	–	0.04%	231
2020 Q4	$98.7K	Hold	410	–	–	0.04%	207
2020 Q3	$93.1K	Hold	410	–	–	0.05%	175
2020 Q2	$95.7K	Buy	+410	New	+$98.8K	0.06%	159
2013 Q3	–	Sell	-33,333	Closed	-$3.21M	–	259
2013 Q2	$3.21M	Buy	+33,333	New	+$3.18M	0.63%	55

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laffer Tengler Investments's BDX Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Becton Dickinson (BDX) in Q3 2024, closing a stake of 400 shares — an estimated $93.5K sold.

Laffer Tengler Investments first reported a position in BDX in Q2 2013 and held it in 17 quarters. The position peaked at $3.21M in Q2 2013. 1,576 funds tracked by Wall St. Rank hold BDX as of Q3 2024.

Laffer Tengler Investments reported no remaining Becton Dickinson position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 400 Becton Dickinson shares in Q3 2024, an estimated $93.5K.
Laffer Tengler Investments first reported a position in Becton Dickinson in Q2 2013 and held it in 17 quarters.
Laffer Tengler Investments's Becton Dickinson position peaked at $3.21M in Q2 2013.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.