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LeJeune Puetz Investment Counsel’s Becton Dickinson BDX Stock Holding History

LeJeune Puetz Investment Counsel’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 		$1.67M Buy
6,745
+100
+2% +$24.5K 0.6% 62
2022
Q4 		$1.69M Buy
6,645
+50
+0.8% +$11.8K 0.63% 56
2022
Q3 		$1.47M Hold
6,595
– – 0.61% 54
2022
Q2 		$1.63M Sell
6,595
-21
-0.3% -$5.33K 0.63% 52
2022
Q1 		$1.72M Buy
6,616
+153
+2% +$39.4K 0.6% 56
2021
Q4 		$1.59M Buy
6,463
+344
+6% +$82.4K 0.53% 63
2021
Q3 		$1.47M Buy
6,119
+271
+5% +$66.5K 0.53% 62
2021
Q2 		$1.39M Buy
5,848
+257
+5% +$61.6K 0.51% 68
2021
Q1 		$1.33M Hold
5,591
– – 0.52% 64
2020
Q4 		$1.36M Sell
5,591
-26
-0.5% -$6.06K 0.59% 59
2020
Q3 		$1.27M Hold
5,617
– – 0.62% 59
2020
Q2 		$1.31M Hold
5,617
– – 0.69% 55
2020
Q1 		$1.26M Sell
5,617
-513
-8% -$127K 0.74% 48
2019
Q4 		$1.63M Hold
6,130
– – 0.76% 50
2019
Q3 		$1.51M Buy
6,130
+257
+4% +$63.4K 0.77% 50
2019
Q2 		$1.44M Buy
5,873
+188
+3% +$43.7K 0.75% 52
2019
Q1 		$1.39M Hold
5,685
– – 0.75% 51
2018
Q4 		$1.25M Buy
5,685
+119
+2% +$27.6K 0.78% 50
2018
Q3 		$1.42M Hold
5,566
– – 0.82% 45
2018
Q2 		$1.3M Sell
5,566
-820
-13% -$183K 0.8% 48
2018
Q1 		$1.35M Hold
6,386
– – 0.83% 47
2017
Q4 		$1.33M Hold
6,386
– – 0.82% 47
2017
Q3 		$1.22M Hold
6,386
– – 0.79% 52
2017
Q2 		$1.22M Hold
6,386
– – 0.82% 47
2017
Q1 		$1.14M Hold
6,386
– – 0.82% 45
2016
Q4 		$1.03M Buy
+6,386
New +$1.06M 0.79% 48

Other funds holding BDX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LeJeune Puetz Investment Counsel's BDX Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Becton Dickinson (BDX) stake by 1.5% in Q1 2023, buying an estimated $24.5K and bringing the position to 6,745 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #62.

LeJeune Puetz Investment Counsel first reported a position in BDX in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.72M in Q1 2022. 1,526 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 6,745 shares of Becton Dickinson worth $1.67M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 100 Becton Dickinson shares in Q1 2023, an estimated $24.5K.
  • Becton Dickinson made up 0.6% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #62 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Becton Dickinson in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Becton Dickinson position peaked at $1.72M in Q1 2022.
  • 1,526 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.