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Lighthouse Financial Advisors’s Becton Dickinson BDX Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.15M Sell
9,076
-248
-3% -$60.6K 0.65% 53
2020
Q4 		$2.28M Buy
9,324
+204
+2% +$47.6K 0.77% 50
2020
Q3 		$2.07M Buy
9,120
+301
+3% +$74K 0.79% 43
2020
Q2 		$2.06M Buy
8,819
+228
+3% +$55K 0.87% 34
2020
Q1 		$1.92M Buy
8,591
+1,182
+16% +$292K 1.17% 27
2019
Q4 		$1.97M Buy
+7,409
New +$1.85M 0.92% 34

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
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

Lighthouse Financial Advisors's BDX Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Becton Dickinson (BDX) stake by 2.7% in Q1 2021, selling an estimated $60.6K and leaving 9,076 shares worth $2.15M. The position accounts for 0.65% of the portfolio, ranked #53.

Lighthouse Financial Advisors first reported a position in BDX in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.28M in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Lighthouse Financial Advisors held 9,076 shares of Becton Dickinson worth $2.15M as of Q1 2021.
  • Lighthouse Financial Advisors sold 248 Becton Dickinson shares in Q1 2021, an estimated $60.6K.
  • Becton Dickinson made up 0.65% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #53 holding.
  • Lighthouse Financial Advisors first reported a position in Becton Dickinson in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Becton Dickinson position peaked at $2.28M in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.