Mariner Wealth Advisors (Cincinnati)’s Becton Dickinson BDX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$36.2M	Buy	142,134 +3,525	+3%	+$868K	2%	6
2018 Q2	$32.4M	Buy	138,609 +1,735	+1%	+$386K	1.92%	8
2018 Q1	$28.9M	Buy	136,874 +54,010	+65%	+$11.8M	1.78%	9
2017 Q4	$17.3M	Buy	82,864 +20,922	+34%	+$4.38M	1.05%	39
2017 Q3	$11.8M	Buy	+61,942	New	+$12M	0.77%	50

Other funds holding BDX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BDX Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Becton Dickinson (BDX) stake by 2.5% in Q3 2018, buying an estimated $868K and bringing the position to 142,134 shares worth $36.2M. The position accounts for 2% of the portfolio, ranked #6.

Mariner Wealth Advisors (Cincinnati) first reported a position in BDX in Q3 2017 and has held it in 5 quarters since. 1,316 funds tracked by Wall St. Rank hold BDX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 142,134 shares of Becton Dickinson worth $36.2M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 3,525 Becton Dickinson shares in Q3 2018, an estimated $868K.
Becton Dickinson made up 2% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #6 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Becton Dickinson in Q3 2017 and has held it in 5 quarters since.
1,316 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.