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Legacy Financial Strategies’s Becton Dickinson BDX Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-2,065
Closed -$483K – 57
2018
Q2 		$483K Buy
2,065
+243
+13% +$54.1K 0.43% 43
2018
Q1 		$385K Buy
+1,822
New +$399K 0.38% 60

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Legacy Financial Strategies's BDX Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Becton Dickinson (BDX) in Q3 2018, closing a stake of 2,065 shares — an estimated $483K sold.

Legacy Financial Strategies first reported a position in BDX in Q1 2018 and held it in 2 quarters. The position peaked at $483K in Q2 2018. 1,316 funds tracked by Wall St. Rank hold BDX as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Becton Dickinson position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,065 Becton Dickinson shares in Q3 2018, an estimated $483K.
  • Legacy Financial Strategies first reported a position in Becton Dickinson in Q1 2018 and held it in 2 quarters.
  • Legacy Financial Strategies's Becton Dickinson position peaked at $483K in Q2 2018.
  • 1,316 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.