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LGL Partners’s Becton Dickinson BDX Stock Holding History

LGL Partners’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
Q3 		– Sell
-872
Closed -$230K – 99
2023
Q2 		$230K Hold
872
– – 0.04% 90
2023
Q1 		$216K Sell
872
-219
-20% -$53.6K 0.04% 89
2022
Q4 		$277K Hold
1,091
– – 0.05% 74
2022
Q3 		$243K Sell
1,091
-25
-2% -$6.22K 0.05% 108
2022
Q2 		$275K Sell
1,116
-28
-2% -$7.11K 0.04% 78
2022
Q1 		$297K Hold
1,144
– – 0.04% 78
2021
Q4 		$281K Hold
1,144
– – 0.03% 86
2021
Q3 		$274K Buy
1,144
+255
+29% +$62.5K 0.17% 74
2021
Q2 		$211K Buy
+889
New +$213K 0.13% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $298B AUM 21.96% 1-Year Est. Return

LGL Partners's BDX Position: Q3 2023 in Review

LGL Partners sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 872 shares — an estimated $230K sold.

LGL Partners first reported a position in BDX in Q2 2021 and held it in 9 quarters. The position peaked at $297K in Q1 2022. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • LGL Partners reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • LGL Partners sold 872 Becton Dickinson shares in Q3 2023, an estimated $230K.
  • LGL Partners first reported a position in Becton Dickinson in Q2 2021 and held it in 9 quarters.
  • LGL Partners's Becton Dickinson position peaked at $297K in Q1 2022.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on LGL Partners's 13F filing for Q3 2023, filed 13 Nov 2023.