Lee Financial’s Becton Dickinson BDX Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$509	–	810
2022 Q4	$509	Hold	2	–	–	﹤0.01%	823
2022 Q3	$0	Sell	2 -2	-50%	-$498	﹤0.01%	830
2022 Q2	$1K	Buy	+4	New	+$1.02K	﹤0.01%	765
2020 Q4	–	Sell	-9	Closed	-$2K	–	477
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	502
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	482
2020 Q1	$2K	Hold	9	–	–	﹤0.01%	429
2019 Q4	$2K	Hold	9	–	–	﹤0.01%	457
2019 Q3	$2K	Hold	9	–	–	﹤0.01%	471
2019 Q2	$2K	Hold	9	–	–	﹤0.01%	478
2019 Q1	$2K	Buy	+9	New	+$2.13K	﹤0.01%	464
2018 Q3	–	Sell	-64	Closed	-$15K	–	492
2018 Q2	$15K	Hold	64	–	–	﹤0.01%	398
2018 Q1	$13K	Buy	+64	New	+$14K	﹤0.01%	418

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's BDX Position: Q1 2023 in Review

Lee Financial sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 2 shares — an estimated $509 sold.

Lee Financial first reported a position in BDX in Q1 2018 and held it in 12 quarters. The position peaked at $15K in Q2 2018. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

Lee Financial reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 Becton Dickinson shares in Q1 2023, an estimated $509.
Lee Financial first reported a position in Becton Dickinson in Q1 2018 and held it in 12 quarters.
Lee Financial's Becton Dickinson position peaked at $15K in Q2 2018.
1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.