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Madison Wealth Management’s Becton Dickinson BDX Stock Holding History

Madison 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
2023
Q3 		$2.92M Sell
11,292
-72
-0.6% -$19.4K 0.61% 49
2023
Q2 		$3M Buy
11,364
+76
+0.7% +$19.3K 0.61% 54
2023
Q1 		$2.79M Sell
11,288
-60
-0.5% -$14.7K 0.6% 54
2022
Q4 		$2.89M Buy
11,348
+81
+0.7% +$19.1K 0.66% 50
2022
Q3 		$2.51M Buy
11,267
+1,462
+15% +$364K 0.62% 48
2022
Q2 		$2.42M Sell
9,805
-361
-4% -$91.7K 0.59% 53
2022
Q1 		$2.64M Buy
10,166
+327
+3% +$84.2K 0.55% 51
2021
Q4 		$2.41M Sell
9,839
-176
-2% -$42.2K 0.48% 57
2021
Q3 		$2.4M Sell
10,015
-199
-2% -$48.8K 0.53% 51
2021
Q2 		$2.42M Buy
10,214
+339
+3% +$81.3K 0.53% 52
2021
Q1 		$2.34M Buy
9,875
+574
+6% +$140K 0.57% 44
2020
Q4 		$2.27M Buy
9,301
+677
+8% +$158K 0.6% 44
2020
Q3 		$1.96M Buy
+8,624
New +$2.12M 0.59% 45

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madison Wealth Management's BDX Position: Q3 2023 in Review

Madison Wealth Management reduced its Becton Dickinson (BDX) stake by 0.63% in Q3 2023, selling an estimated $19.4K and leaving 11,292 shares worth $2.92M. The position accounts for 0.61% of the portfolio, ranked #49.

Madison Wealth Management first reported a position in BDX in Q3 2020 and has held it in 13 quarters since. The position peaked at $3M in Q2 2023. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Madison Wealth Management held 11,292 shares of Becton Dickinson worth $2.92M as of Q3 2023.
  • Madison Wealth Management sold 72 Becton Dickinson shares in Q3 2023, an estimated $19.4K.
  • Becton Dickinson made up 0.61% of Madison Wealth Management's portfolio in Q3 2023, its #49 holding.
  • Madison Wealth Management first reported a position in Becton Dickinson in Q3 2020 and has held it in 13 quarters since.
  • Madison Wealth Management's Becton Dickinson position peaked at $3M in Q2 2023.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.