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Lockerman Financial Group’s Becton Dickinson BDX Stock Holding History

Lockerman Financial Group’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
Q4 		– Sell
-797
Closed -$206K – 88
2023
Q3 		$206K Sell
797
-3
-0.4% -$810 0.55% 75
2023
Q2 		$211K Buy
+800
New +$203K 0.59% 65
2023
Q1 		– Sell
-816
Closed -$208K – 75
2022
Q4 		$208K Buy
+816
New +$193K 0.61% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lockerman Financial Group's BDX Position: Q4 2023 in Review

Lockerman Financial Group sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 797 shares — an estimated $206K sold.

Lockerman Financial Group first reported a position in BDX in Q4 2022 and held it in 3 quarters. The position peaked at $211K in Q2 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Lockerman Financial Group reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 797 Becton Dickinson shares in Q4 2023, an estimated $206K.
  • Lockerman Financial Group first reported a position in Becton Dickinson in Q4 2022 and held it in 3 quarters.
  • Lockerman Financial Group's Becton Dickinson position peaked at $211K in Q2 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Lockerman Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.