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Legacy Capital Group California’s Becton Dickinson BDX Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-2,235
Closed -$545K – 304
2023
Q4 		$545K Buy
2,235
+51
+2% +$12.6K 0.21% 145
2023
Q3 		$565K Sell
2,184
-262
-11% -$70.8K 0.24% 124
2023
Q2 		$646K Buy
2,446
+496
+25% +$126K 0.27% 115
2023
Q1 		$483K Buy
+1,950
New +$477K 0.24% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Capital Group California's BDX Position: Q1 2024 in Review

Legacy Capital Group California sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 2,235 shares — an estimated $545K sold.

Legacy Capital Group California first reported a position in BDX in Q1 2023 and held it in 4 quarters. The position peaked at $646K in Q2 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Legacy Capital Group California reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,235 Becton Dickinson shares in Q1 2024, an estimated $545K.
  • Legacy Capital Group California first reported a position in Becton Dickinson in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Group California's Becton Dickinson position peaked at $646K in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.