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Milestone Investment Advisors’s Becton Dickinson BDX Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-1,703
Closed -$440K – 160
2023
Q3 		$440K Buy
+1,703
New +$460K 0.13% 66
2023
Q2 		– Sell
-1,703
Closed -$422K – 155
2023
Q1 		$422K Buy
+1,703
New +$417K 0.13% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Investment Advisors's BDX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,703 shares — an estimated $440K sold.

Milestone Investment Advisors first reported a position in BDX in Q1 2023 and held it in 2 quarters. The position peaked at $440K in Q3 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,703 Becton Dickinson shares in Q4 2023, an estimated $440K.
  • Milestone Investment Advisors first reported a position in Becton Dickinson in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Becton Dickinson position peaked at $440K in Q3 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.