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Mosaic Family Wealth’s Becton Dickinson BDX Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-555
Closed -$135K – 210
2019
Q1 		$135K Buy
555
+26
+5% +$6.15K 0.05% 191
2018
Q4 		$116K Buy
529
+8
+2% +$1.86K 0.05% 202
2018
Q3 		$119K Buy
521
+301
+137% +$74.1K 0.05% 202
2018
Q2 		$52K Buy
220
+30
+16% +$6.68K 0.02% 304
2018
Q1 		$40K Buy
190
+66
+53% +$14.5K 0.01% 341
2017
Q4 		$26K Sell
124
-985
-89% -$206K 0.01% 413
2017
Q3 		$212K Buy
1,109
+26
+2% +$5.04K 0.08% 177
2017
Q2 		$206K Buy
1,083
+55
+5% +$10K 0.09% 174
2017
Q1 		$184K Buy
1,028
+32
+3% +$5.58K 0.08% 183
2016
Q4 		$161K Hold
996
– – 0.07% 195
2016
Q3 		$175K Buy
996
+134
+16% +$22.9K 0.08% 177
2016
Q2 		$143K Buy
862
+161
+23% +$25.7K 0.07% 186
2016
Q1 		$103K Buy
701
+208
+42% +$29.5K 0.05% 228
2015
Q4 		$74K Buy
+493
New +$71K 0.03% 260

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's BDX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 555 shares — an estimated $135K sold.

Mosaic Family Wealth first reported a position in BDX in Q4 2015 and held it in 14 quarters. The position peaked at $212K in Q3 2017. 1,375 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 555 Becton Dickinson shares in Q2 2019, an estimated $135K.
  • Mosaic Family Wealth first reported a position in Becton Dickinson in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Becton Dickinson position peaked at $212K in Q3 2017.
  • 1,375 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.