MPS Loria Financial Planners’s Becton Dickinson BDX Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-41	Closed	-$9K	–	145
2021 Q1	$9K	Sell	41 -37	-47%	-$9.04K	﹤0.01%	297
2020 Q4	$19K	Buy	78 +55	+239%	+$12.8K	0.01%	238
2020 Q3	$5K	Hold	23	–	–	﹤0.01%	271
2020 Q2	$5K	Buy	+23	New	+$5.54K	﹤0.01%	280
2017 Q3	–	Sell	-23	Closed	-$4K	–	106
2017 Q2	$4K	Buy	+23	New	+$4.2K	﹤0.01%	333

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

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

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

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

MPS Loria Financial Planners's BDX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 41 shares — an estimated $9K sold.

MPS Loria Financial Planners first reported a position in BDX in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

MPS Loria Financial Planners reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 41 Becton Dickinson shares in Q2 2021, an estimated $9K.
MPS Loria Financial Planners first reported a position in Becton Dickinson in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Becton Dickinson position peaked at $19K in Q4 2020.
1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.