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Lumature Wealth Partners’s Becton Dickinson BDX Stock Holding History

Lumature Wealth Partners’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
Q2 		$322K Sell
1,219
-3
-0.2% -$762 0.19% 99
2023
Q1 		$302K Sell
1,222
-20
-2% -$4.89K 0.17% 101
2022
Q4 		$316K Sell
1,242
-5
-0.4% -$1.18K 0.18% 99
2022
Q3 		$278K Buy
1,247
+28
+2% +$6.97K 0.15% 109
2022
Q2 		$301K Sell
1,219
-122
-9% -$31K 0.13% 112
2022
Q1 		$348K Buy
1,341
+1,041
+347% +$268K 0.14% 110
2021
Q4 		$74K Buy
300
+2
+0.7% +$479 0.03% 206
2021
Q3 		$72K Buy
298
+37
+14% +$9.07K 0.03% 204
2021
Q2 		$62K Buy
261
+17
+7% +$4.08K 0.03% 218
2021
Q1 		$58K Sell
244
-589
-71% -$144K 0.03% 219
2020
Q4 		$203K Buy
+833
New +$194K 0.19% 118

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lumature Wealth Partners's BDX Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Becton Dickinson (BDX) stake by 0.25% in Q2 2023, selling an estimated $762 and leaving 1,219 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #99.

Lumature Wealth Partners first reported a position in BDX in Q4 2020 and has held it in 11 quarters since. The position peaked at $348K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • Lumature Wealth Partners held 1,219 shares of Becton Dickinson worth $322K as of Q2 2023.
  • Lumature Wealth Partners sold 3 Becton Dickinson shares in Q2 2023, an estimated $762.
  • Becton Dickinson made up 0.19% of Lumature Wealth Partners's portfolio in Q2 2023, its #99 holding.
  • Lumature Wealth Partners first reported a position in Becton Dickinson in Q4 2020 and has held it in 11 quarters since.
  • Lumature Wealth Partners's Becton Dickinson position peaked at $348K in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.