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Legacy Wealth Management (Mississippi)’s Becton Dickinson BDX Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q2 		– Sell
-11,652
Closed -$2.88M – 75
2023
Q1 		$2.88M Hold
11,652
– – 1.59% 14
2022
Q4 		$2.96M Sell
11,652
-565
-5% -$133K 1.76% 13
2022
Q3 		$2.72M Buy
12,217
+965
+9% +$240K 1.84% 12
2022
Q2 		$2.77M Sell
11,252
-281
-2% -$71.3K 1.69% 12
2022
Q1 		$2.99M Buy
11,533
+8
+0.1% +$2.06K 1.56% 12
2021
Q4 		$2.83M Buy
11,525
+11
+0.1% +$2.63K 1.45% 12
2021
Q3 		$2.76M Buy
11,514
+6
+0.1% +$1.47K 1.48% 9
2021
Q2 		$2.73M Hold
11,508
– – 1.51% 11
2021
Q1 		$2.73M Buy
11,508
+195
+2% +$47.6K 1.65% 8
2020
Q4 		$2.76M Sell
11,313
-1,392
-11% -$325K 1.75% 8
2020
Q3 		$2.88M Buy
12,705
+1,194
+10% +$293K 1.99% 7
2020
Q2 		$2.69M Buy
11,511
+57
+0.5% +$13.7K 2.05% 6
2020
Q1 		$2.57M Buy
11,454
+4,298
+60% +$1.06M 2.39% 5
2019
Q4 		$1.9M Buy
+7,156
New +$1.78M 1.65% 10

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Legacy Wealth Management (Mississippi)'s BDX Position: Q2 2023 in Review

Legacy Wealth Management (Mississippi) sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 11,652 shares — an estimated $2.88M sold.

Legacy Wealth Management (Mississippi) first reported a position in BDX in Q4 2019 and held it in 14 quarters. The position peaked at $2.99M in Q1 2022. 1,577 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • Legacy Wealth Management (Mississippi) reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 11,652 Becton Dickinson shares in Q2 2023, an estimated $2.88M.
  • Legacy Wealth Management (Mississippi) first reported a position in Becton Dickinson in Q4 2019 and held it in 14 quarters.
  • Legacy Wealth Management (Mississippi)'s Becton Dickinson position peaked at $2.99M in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2023, filed 12 Dec 2024.