Montis Financial’s Becton Dickinson BDX Stock Holding History

Montis Financial’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
2022 Q1	–	Sell	-1,235	Closed	-$303K	–	67
2021 Q4	$303K	Buy	+1,235	New	+$296K	0.22%	51

Other funds holding BDX

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Montis Financial's BDX Position: Q1 2022 in Review

Montis Financial sold out of Becton Dickinson (BDX) in Q1 2022, closing a stake of 1,235 shares — an estimated $303K sold.

Montis Financial first reported a position in BDX in Q4 2021 and held it in 1 quarter. The position peaked at $303K in Q4 2021. 1,577 funds tracked by Wall St. Rank hold BDX as of Q1 2022.

Montis Financial reported no remaining Becton Dickinson position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 1,235 Becton Dickinson shares in Q1 2022, an estimated $303K.
Montis Financial first reported a position in Becton Dickinson in Q4 2021 and held it in 1 quarter.
Montis Financial's Becton Dickinson position peaked at $303K in Q4 2021.
1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.