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Lokken Investment Group’s Becton Dickinson BDX Stock Holding History

Lokken Investment 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
2024
Q2 		– Sell
-812
Closed -$201K – 152
2024
Q1 		$201K Buy
+812
New +$194K 0.1% 132
2023
Q4 		– Sell
-2,583
Closed -$668K – 139
2023
Q3 		$668K Sell
2,583
-333
-11% -$90K 0.44% 53
2023
Q2 		$770K Buy
2,916
+520
+22% +$132K 0.5% 49
2023
Q1 		$593K Buy
2,396
+196
+9% +$48K 0.45% 53
2022
Q4 		$559K Buy
2,200
+77
+4% +$18.2K 0.44% 53
2022
Q3 		$473K Buy
2,123
+36
+2% +$8.96K 0.41% 55
2022
Q2 		$515K Buy
2,087
+48
+2% +$12.2K 0.42% 52
2022
Q1 		$492K Buy
2,039
+123
+6% +$31.7K 0.39% 56
2021
Q4 		$470K Buy
1,916
+19
+1% +$4.55K 0.34% 62
2021
Q3 		$455K Sell
1,897
-69
-4% -$16.9K 0.36% 60
2021
Q2 		$466K Buy
1,966
+156
+9% +$37.4K 0.38% 60
2021
Q1 		$429K Buy
1,810
+8
+0.4% +$1.96K 0.38% 60
2020
Q4 		$440K Buy
+1,802
New +$420K 0.4% 55

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lokken Investment Group's BDX Position: Q2 2024 in Review

Lokken Investment Group sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 812 shares — an estimated $201K sold.

Lokken Investment Group first reported a position in BDX in Q4 2020 and held it in 13 quarters. The position peaked at $770K in Q2 2023. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Lokken Investment Group reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Lokken Investment Group sold 812 Becton Dickinson shares in Q2 2024, an estimated $201K.
  • Lokken Investment Group first reported a position in Becton Dickinson in Q4 2020 and held it in 13 quarters.
  • Lokken Investment Group's Becton Dickinson position peaked at $770K in Q2 2023.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Lokken Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.