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Lake Street Advisors Group’s Becton Dickinson BDX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$401K Buy
1,767
+15
+0.9% +$3.46K 0.02% 373
2024
Q3 		$422K Sell
1,752
-33
-2% -$7.73K 0.02% 365
2024
Q2 		$417K Sell
1,785
-4
-0.2% -$942 0.02% 360
2024
Q1 		$443K Buy
1,789
+44
+3% +$10.5K 0.02% 363
2023
Q4 		$426K Buy
+1,745
New +$430K 0.02% 359
2021
Q3 		– Sell
-1,594
Closed -$383K – 248
2021
Q2 		$383K Sell
1,594
-51
-3% -$12.2K 0.03% 207
2021
Q1 		$390K Sell
1,645
-5
-0.3% -$1.22K 0.03% 187
2020
Q4 		$403K Buy
1,650
+17
+1% +$3.96K 0.03% 175
2020
Q3 		$371K Sell
1,633
-15
-0.9% -$3.69K 0.04% 173
2020
Q2 		$385K Buy
1,648
+38
+2% +$9.16K 0.04% 163
2020
Q1 		$361K Buy
1,610
+291
+22% +$71.9K 0.04% 147
2019
Q4 		$350K Buy
1,319
+140
+12% +$34.9K 0.03% 159
2019
Q3 		$274K Buy
1,179
+42
+4% +$10.4K 0.03% 165
2019
Q2 		$279K Sell
1,137
-94
-8% -$21.8K 0.03% 162
2019
Q1 		$300K Buy
1,231
+16
+1% +$3.78K 0.03% 150
2018
Q4 		$267K Buy
1,215
+79
+7% +$18.3K 0.03% 144
2018
Q3 		$289K Sell
1,136
-528
-32% -$130K 0.03% 140
2018
Q2 		$389K Sell
1,664
-61
-4% -$13.6K 0.04% 192
2018
Q1 		$365K Buy
+1,725
New +$378K 0.04% 167

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $315B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lake Street Advisors Group's BDX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Becton Dickinson (BDX) stake by 0.86% in Q4 2024, buying an estimated $3.46K and bringing the position to 1,767 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #373.

Lake Street Advisors Group first reported a position in BDX in Q1 2018 and has held it in 19 quarters since. The position peaked at $443K in Q1 2024. 1,626 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Lake Street Advisors Group held 1,767 shares of Becton Dickinson worth $401K as of Q4 2024.
  • Lake Street Advisors Group bought 15 Becton Dickinson shares in Q4 2024, an estimated $3.46K.
  • Becton Dickinson made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #373 holding.
  • Lake Street Advisors Group first reported a position in Becton Dickinson in Q1 2018 and has held it in 19 quarters since.
  • Lake Street Advisors Group's Becton Dickinson position peaked at $443K in Q1 2024.
  • 1,626 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.