Mount Lucas Management’s Becton Dickinson BDX Stock Holding History

Mount Lucas Management’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
2017 Q3	–	Sell	-12,696	Closed	-$2.42M	–	108
2017 Q2	$2.42M	Buy	12,696 +21	+0.2%	+$3.84K	0.46%	67
2017 Q1	$2.27M	Sell	12,675 -1,600	-11%	-$279K	0.45%	66
2016 Q4	$2.31M	Sell	14,275 -2,641	-16%	-$438K	0.44%	68
2016 Q3	$2.97M	Buy	+16,916	New	+$2.89M	0.53%	52
2015 Q1	–	Sell	-31,425	Closed	-$4.27M	–	106
2014 Q4	$4.27M	Buy	31,425 +591	+2%	+$75.6K	0.47%	34
2014 Q3	$3.42M	Sell	30,834 -82	-0.3%	-$9.35K	0.59%	42
2014 Q2	$3.57M	Sell	30,916 -4,414	-12%	-$500K	0.47%	42
2014 Q1	$4.04M	Buy	+35,330	New	+$3.88M	0.55%	30

Other funds holding BDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mount Lucas Management's BDX Position: Q3 2017 in Review

Mount Lucas Management sold out of Becton Dickinson (BDX) in Q3 2017, closing a stake of 12,696 shares — an estimated $2.42M sold.

Mount Lucas Management first reported a position in BDX in Q1 2014 and held it in 8 quarters. The position peaked at $4.27M in Q4 2014. 1,068 funds tracked by Wall St. Rank hold BDX as of Q3 2017.

Mount Lucas Management reported no remaining Becton Dickinson position as of Q3 2017 after selling out during the quarter.
Mount Lucas Management sold 12,696 Becton Dickinson shares in Q3 2017, an estimated $2.42M.
Mount Lucas Management first reported a position in Becton Dickinson in Q1 2014 and held it in 8 quarters.
Mount Lucas Management's Becton Dickinson position peaked at $4.27M in Q4 2014.
1,068 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2017.

Based on Mount Lucas Management's 13F filing for Q3 2017, filed 14 Nov 2017.