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Laidlaw Wealth Management’s Becton Dickinson BDX Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-1,734
Closed -$458K – 273
2023
Q2 		$458K Sell
1,734
-37
-2% -$9.4K 0.09% 208
2023
Q1 		$438K Sell
1,771
-28
-2% -$6.85K 0.09% 214
2022
Q4 		$458K Buy
1,799
+8
+0.4% +$1.89K 0.1% 207
2022
Q3 		$399K Sell
1,791
-2
-0.1% -$498 0.09% 200
2022
Q2 		$442K Sell
1,793
-347
-16% -$88.1K 0.09% 211
2022
Q1 		$555K Sell
2,140
-162
-7% -$41.7K 0.09% 204
2021
Q4 		$565K Buy
+2,302
New +$552K 0.09% 207
2021
Q3 		– Sell
-9,049
Closed -$2.15M – 258
2021
Q2 		$2.15M Buy
+9,049
New +$2.17M 0.55% 49
2021
Q1 		– Sell
-9,649
Closed -$2.36M – 230
2020
Q4 		$2.36M Buy
9,649
+2,206
+30% +$514K 0.5% 56
2020
Q3 		$1.69M Sell
7,443
-9
-0.1% -$2.21K 0.75% 38
2020
Q2 		$1.74M Buy
7,452
+3
+0% +$723 0.91% 31
2020
Q1 		$1.67M Buy
7,449
+39
+0.5% +$9.63K 1.09% 22
2019
Q4 		$1.97M Buy
+7,410
New +$1.85M 1.24% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laidlaw Wealth Management's BDX Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 1,734 shares — an estimated $458K sold.

Laidlaw Wealth Management first reported a position in BDX in Q4 2019 and held it in 13 quarters. The position peaked at $2.36M in Q4 2020. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,734 Becton Dickinson shares in Q3 2023, an estimated $458K.
  • Laidlaw Wealth Management first reported a position in Becton Dickinson in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's Becton Dickinson position peaked at $2.36M in Q4 2020.
  • 1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.