Lipe & Dalton’s Becton Dickinson BDX Stock Holding History

Lipe & Dalton’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 Q2	–	Sell	-114	Closed	-$30K	–	100
2022 Q1	$30K	Hold	114	–	–	0.01%	99
2021 Q4	$28K	Hold	114	–	–	0.01%	103
2021 Q3	$27K	Hold	114	–	–	0.01%	100
2021 Q2	$27K	Hold	114	–	–	0.01%	102
2021 Q1	$27K	Hold	114	–	–	0.02%	96
2020 Q4	$28K	Hold	114	–	–	0.02%	94
2020 Q3	$26K	Hold	114	–	–	0.02%	91
2020 Q2	$27K	Hold	114	–	–	0.02%	92
2020 Q1	$26K	Hold	114	–	–	0.02%	89
2019 Q4	$30K	Hold	114	–	–	0.02%	96
2019 Q3	$28K	Hold	114	–	–	0.02%	98
2019 Q2	$28K	Buy	+114	New	+$26.5K	0.02%	92
2014 Q3	–	Sell	-53,274	Closed	-$6.15M	–	62
2014 Q2	$6.15M	Buy	53,274 +184	+0.3%	+$20.9K	3.86%	5
2014 Q1	$6.03M	Sell	53,090 -3,073	-5%	-$338K	4.04%	3
2013 Q4	$6.05M	Sell	56,163 -2,311	-4%	-$240K	4.14%	3
2013 Q3	$5.71M	Buy	58,474 +606	+1%	+$59.3K	4.18%	3
2013 Q2	$5.58M	Buy	+57,868	New	+$5.52M	4.63%	1

Other funds holding BDX

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lipe & Dalton's BDX Position: Q2 2022 in Review

Lipe & Dalton sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 114 shares — an estimated $30K sold.

Lipe & Dalton first reported a position in BDX in Q2 2013 and held it in 17 quarters. The position peaked at $6.15M in Q2 2014. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

Lipe & Dalton reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
Lipe & Dalton sold 114 Becton Dickinson shares in Q2 2022, an estimated $30K.
Lipe & Dalton first reported a position in Becton Dickinson in Q2 2013 and held it in 17 quarters.
Lipe & Dalton's Becton Dickinson position peaked at $6.15M in Q2 2014.
1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Lipe & Dalton's 13F filing for Q2 2022, filed 1 Aug 2022.