Lenox Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$143K	Sell	532 -8	-1%	-$2.06K	0.02%	132
2021 Q4	$133K	Buy	540 +8	+2%	+$1.92K	0.02%	144
2021 Q3	$128K	Buy	532 +3	+0.6%	+$736	0.02%	140
2021 Q2	$125K	Sell	529 -11	-2%	-$2.64K	0.02%	143
2021 Q1	$128K	Sell	540 -62	-10%	-$15.1K	0.02%	112
2020 Q4	$147K	Sell	602 -25	-4%	-$5.83K	0.02%	104
2020 Q3	$142K	Hold	627	–	–	0.02%	96
2020 Q2	$146K	Sell	627 -4	-0.6%	-$964	0.02%	85
2020 Q1	$142K	Sell	631 -68	-10%	-$16.8K	0.03%	77
2019 Q4	$185K	Buy	699 +26	+4%	+$6.48K	0.03%	86
2019 Q3	$166K	Buy	673 +40	+6%	+$9.87K	0.03%	87
2019 Q2	$156K	Buy	633 +616	+3,624%	+$143K	0.03%	86
2019 Q1	$4K	Buy	+17	New	+$4.02K	﹤0.01%	386
2018 Q4	–	Sell	-4	Closed	-$1K	–	370
2018 Q3	$1K	Sell	4 -12	-75%	-$2.96K	﹤0.01%	384
2018 Q2	$4K	Sell	16 -6	-27%	-$1.34K	﹤0.01%	466
2018 Q1	$5K	Buy	+22	New	+$4.82K	﹤0.01%	416
2016 Q3	–	Sell	-28	Closed	-$5K	–	206
2016 Q2	$5K	Hold	28	–	–	﹤0.01%	188
2016 Q1	$4K	Sell	28 -19	-40%	-$2.7K	﹤0.01%	203
2015 Q4	$7K	Buy	47 +28	+147%	+$4.03K	﹤0.01%	193
2015 Q3	$3K	Hold	19	–	–	﹤0.01%	299
2015 Q2	$3K	Hold	19	–	–	﹤0.01%	242
2015 Q1	$3K	Hold	19	–	–	﹤0.01%	274
2014 Q4	$3K	Buy	+19	New	+$2.43K	﹤0.01%	279

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Advisors's BDX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Becton Dickinson (BDX) stake by 1.5% in Q1 2022, selling an estimated $2.06K and leaving 532 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #132.

Lenox Wealth Advisors first reported a position in BDX in Q4 2014 and has held it in 23 quarters since. The position peaked at $185K in Q4 2019. 1,576 funds tracked by Wall St. Rank hold BDX as of Q1 2022.

Lenox Wealth Advisors held 532 shares of Becton Dickinson worth $143K as of Q1 2022.
Lenox Wealth Advisors sold 8 Becton Dickinson shares in Q1 2022, an estimated $2.06K.
Becton Dickinson made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #132 holding.
Lenox Wealth Advisors first reported a position in Becton Dickinson in Q4 2014 and has held it in 23 quarters since.
Lenox Wealth Advisors's Becton Dickinson position peaked at $185K in Q4 2019.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.