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Litman Gregory Wealth Management’s Becton Dickinson BDX Stock Holding History

Litman Gregory 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
Q1 		– Sell
-15
Closed -$4K – 170
2019
Q4 		$4K Buy
+15
New +$3.74K ﹤0.01% 178

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Litman Gregory Wealth Management's BDX Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Becton Dickinson (BDX) in Q1 2020, closing a stake of 15 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in BDX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 1,409 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Becton Dickinson position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 15 Becton Dickinson shares in Q1 2020, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in Becton Dickinson in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Becton Dickinson position peaked at $4K in Q4 2019.
  • 1,409 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.