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Legacy Private Trust’s Becton Dickinson BDX Stock Holding History

Legacy Private Trust’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
2019
Q2 		– Sell
-886
Closed -$216K – 234
2019
Q1 		$216K Sell
886
-24
-3% -$5.67K 0.03% 214
2018
Q4 		$200K Hold
910
– – 0.03% 219
2018
Q3 		$232K Sell
910
-185
-17% -$45.6K 0.03% 214
2018
Q2 		$256K Sell
1,095
-343
-24% -$76.3K 0.03% 205
2018
Q1 		$304K Sell
1,438
-135
-9% -$29.6K 0.04% 202
2017
Q4 		$329K Buy
+1,573
New +$329K 0.04% 190

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Private Trust's BDX Position: Q2 2019 in Review

Legacy Private Trust sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 886 shares — an estimated $216K sold.

Legacy Private Trust first reported a position in BDX in Q4 2017 and held it in 6 quarters. The position peaked at $329K in Q4 2017. 1,374 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

  • Legacy Private Trust reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
  • Legacy Private Trust sold 886 Becton Dickinson shares in Q2 2019, an estimated $216K.
  • Legacy Private Trust first reported a position in Becton Dickinson in Q4 2017 and held it in 6 quarters.
  • Legacy Private Trust's Becton Dickinson position peaked at $329K in Q4 2017.
  • 1,374 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on Legacy Private Trust's 13F filing for Q2 2019, filed 18 Jul 2019.