Lountzis Asset Management’s Becton Dickinson BDX Stock Holding History

Lountzis Asset 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
2025 Q1	–	Sell	-965	Closed	-$219K	–	53
2024 Q4	$219K	Hold	965	–	–	0.09%	47
2024 Q3	$233K	Buy	+965	New	+$226K	0.1%	47
2021 Q4	–	Sell	-410	Closed	-$98.3K	–	38
2021 Q3	$98.3K	Hold	410	–	–	0.06%	46
2021 Q2	$97K	Hold	410	–	–	0.06%	47
2021 Q1	$97.3K	Hold	410	–	–	0.06%	45
2020 Q4	$100K	Hold	410	–	–	0.07%	45
2020 Q3	$93K	Hold	410	–	–	0.08%	42
2020 Q2	$96K	Buy	+410	New	+$98.8K	0.09%	42

Other funds holding BDX

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lountzis Asset Management's BDX Position: Q1 2025 in Review

Lountzis Asset Management sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 965 shares — an estimated $219K sold.

Lountzis Asset Management first reported a position in BDX in Q2 2020 and held it in 8 quarters. The position peaked at $233K in Q3 2024. 1,609 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

Lountzis Asset Management reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
Lountzis Asset Management sold 965 Becton Dickinson shares in Q1 2025, an estimated $219K.
Lountzis Asset Management first reported a position in Becton Dickinson in Q2 2020 and held it in 8 quarters.
Lountzis Asset Management's Becton Dickinson position peaked at $233K in Q3 2024.
1,609 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Lountzis Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.