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Lathrop Investment Management’s Becton Dickinson BDX Stock Holding History

Lathrop Investment 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
2024
Q2 		– Sell
-1,936
Closed -$479K – 82
2024
Q1 		$479K Sell
1,936
-2,399
-55% -$574K 0.09% 59
2023
Q4 		$1.06M Sell
4,335
-166
-4% -$40.9K 0.22% 43
2023
Q3 		$1.16M Sell
4,501
-325
-7% -$87.8K 0.25% 43
2023
Q2 		$1.27M Sell
4,826
-629
-12% -$160K 0.26% 43
2023
Q1 		$1.35M Sell
5,455
-62
-1% -$15.2K 0.29% 39
2022
Q4 		$1.4M Sell
5,517
-485
-8% -$114K 0.31% 38
2022
Q3 		$1.34M Sell
6,002
-338
-5% -$84.1K 0.35% 37
2022
Q2 		$1.56M Sell
6,340
-465
-7% -$118K 0.39% 36
2022
Q1 		$1.77M Sell
6,805
-14,510
-68% -$3.74M 0.37% 36
2021
Q4 		$5.23M Sell
21,315
-8,700
-29% -$2.08M 1.03% 32
2021
Q3 		$7.2M Sell
30,015
-1,897
-6% -$465K 1.54% 31
2021
Q2 		$7.57M Sell
31,912
-5,163
-14% -$1.24M 1.56% 31
2021
Q1 		$8.79M Buy
37,075
+3,520
+10% +$860K 1.97% 30
2020
Q4 		$8.19M Buy
33,555
+5,719
+21% +$1.33M 2.02% 25
2020
Q3 		$6.32M Buy
27,836
+14,272
+105% +$3.51M 1.78% 25
2020
Q2 		$3.17M Buy
13,564
+2,855
+27% +$688K 0.95% 31
2020
Q1 		$2.4M Buy
+10,709
New +$2.64M 0.85% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lathrop Investment Management's BDX Position: Q2 2024 in Review

Lathrop Investment Management sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 1,936 shares — an estimated $479K sold.

Lathrop Investment Management first reported a position in BDX in Q1 2020 and held it in 17 quarters. The position peaked at $8.79M in Q1 2021. 1,585 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Lathrop Investment Management reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Lathrop Investment Management sold 1,936 Becton Dickinson shares in Q2 2024, an estimated $479K.
  • Lathrop Investment Management first reported a position in Becton Dickinson in Q1 2020 and held it in 17 quarters.
  • Lathrop Investment Management's Becton Dickinson position peaked at $8.79M in Q1 2021.
  • 1,585 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Lathrop Investment Management's 13F filing for Q2 2024, filed 18 Jul 2024.