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McKinley Carter Wealth Services’s Becton Dickinson BDX Stock Holding History

McKinley Carter Wealth Services’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
2021
Q1 		– Sell
-842
Closed -$206K – 286
2020
Q4 		$206K Buy
+842
New +$196K 0.03% 252
2020
Q3 		– Sell
-15,564
Closed -$3.63M – 140
2020
Q2 		$3.63M Buy
15,564
+1,468
+10% +$354K 0.89% 31
2020
Q1 		$3.16M Sell
14,096
-466
-3% -$115K 0.95% 26
2019
Q4 		$3.86M Sell
14,562
-11
-0.1% -$2.74K 0.9% 28
2019
Q3 		$3.6M Sell
14,573
-123
-0.8% -$30.4K 0.92% 27
2019
Q2 		$3.61M Sell
14,696
-286
-2% -$66.4K 0.97% 24
2019
Q1 		$3.65M Buy
14,982
+1,085
+8% +$256K 1.02% 24
2018
Q4 		$3.06M Buy
13,897
+199
+1% +$46.2K 1.01% 22
2018
Q3 		$3.49M Buy
13,698
+1
+0% +$246 1.03% 19
2018
Q2 		$3.2M Sell
13,697
-95
-0.7% -$21.1K 1.03% 19
2018
Q1 		$2.92M Sell
13,792
-570
-4% -$125K 0.95% 22
2017
Q4 		$3M Buy
14,362
+1,915
+15% +$401K 1.03% 19
2017
Q3 		$2.38M Sell
12,447
-149
-1% -$28.9K 0.91% 30
2017
Q2 		$2.4M Buy
12,596
+149
+1% +$27.2K 1.06% 29
2017
Q1 		$2.23M Buy
12,447
+1,592
+15% +$278K 1.03% 33
2016
Q4 		$1.75M Buy
+10,855
New +$1.8M 0.89% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

McKinley Carter Wealth Services's BDX Position: Q1 2021 in Review

McKinley Carter Wealth Services sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 842 shares — an estimated $206K sold.

McKinley Carter Wealth Services first reported a position in BDX in Q4 2016 and held it in 16 quarters. The position peaked at $3.86M in Q4 2019. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • McKinley Carter Wealth Services reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 842 Becton Dickinson shares in Q1 2021, an estimated $206K.
  • McKinley Carter Wealth Services first reported a position in Becton Dickinson in Q4 2016 and held it in 16 quarters.
  • McKinley Carter Wealth Services's Becton Dickinson position peaked at $3.86M in Q4 2019.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2021, filed 30 Apr 2021.