Lenox Wealth Management’s Becton Dickinson BDX Stock Holding History

Lenox Wealth Management’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
2020 Q2	$161K	Buy	694 +35	+5%	+$8.44K	0.05%	161
2020 Q1	$147K	Buy	659 +103	+19%	+$25.4K	0.05%	159
2019 Q4	$147K	Buy	556 +34	+7%	+$8.48K	0.04%	171
2019 Q3	$128K	Buy	522 +29	+6%	+$7.16K	0.04%	180
2019 Q2	$121K	Buy	493 +24	+5%	+$5.58K	0.04%	168
2019 Q1	$114K	Sell	469 -10	-2%	-$2.36K	0.04%	164
2018 Q4	$105K	Buy	479 +5	+1%	+$1.16K	0.04%	152
2018 Q3	$121K	Buy	474 +110	+30%	+$27.1K	0.04%	175
2018 Q2	$85K	Buy	364 +97	+36%	+$21.6K	0.03%	179
2018 Q1	$56K	Buy	267 +75	+39%	+$16.4K	0.02%	198
2017 Q4	$40K	Sell	192 -79	-29%	-$16.5K	0.01%	228
2017 Q3	$51K	Buy	271 +98	+57%	+$19K	0.02%	217
2017 Q2	$33K	Buy	+173	New	+$31.6K	0.01%	244

Other funds holding BDX

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Lenox Wealth Management's BDX Position: Q2 2020 in Review

Lenox Wealth Management increased its Becton Dickinson (BDX) stake by 5.3% in Q2 2020, buying an estimated $8.44K and bringing the position to 694 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #161.

Lenox Wealth Management first reported a position in BDX in Q2 2017 and has held it in 13 quarters since. 1,428 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

Lenox Wealth Management held 694 shares of Becton Dickinson worth $161K as of Q2 2020.
Lenox Wealth Management bought 35 Becton Dickinson shares in Q2 2020, an estimated $8.44K.
Becton Dickinson made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #161 holding.
Lenox Wealth Management first reported a position in Becton Dickinson in Q2 2017 and has held it in 13 quarters since.
1,428 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.