Nelson Capital Management’s Becton Dickinson BDX Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-215	Closed	-$53K	–	119
2019 Q3	$53K	Hold	215	–	–	0.01%	144
2019 Q2	$53K	Buy	215 +51	+31%	+$11.8K	0.01%	142
2019 Q1	$40K	Hold	164	–	–	0.01%	149
2018 Q4	$36K	Sell	164 -47	-22%	-$10.9K	0.01%	152
2018 Q3	$54K	Hold	211	–	–	0.01%	123
2018 Q2	$49K	Buy	211 +47	+29%	+$10.5K	0.01%	126
2018 Q1	$35K	Hold	164	–	–	0.01%	151
2017 Q4	$34K	Hold	164	–	–	0.01%	158
2017 Q3	$31K	Sell	164 -21	-11%	-$4.07K	0.01%	149
2017 Q2	$35K	Buy	185 +21	+13%	+$3.84K	0.01%	144
2017 Q1	$29K	Hold	164	–	–	0.01%	159
2016 Q4	$26K	Hold	164	–	–	0.01%	161
2016 Q3	$29K	Hold	164	–	–	0.01%	147
2016 Q2	$28K	Buy	+164	New	+$26.2K	0.01%	143
2015 Q1	–	Sell	-137	Closed	-$19K	–	271
2014 Q4	$19K	Buy	+137	New	+$17.5K	0.01%	185
2014 Q2	–	Sell	-246	Closed	-$28K	–	302
2014 Q1	$28K	Hold	246	–	–	0.01%	136
2013 Q4	$27K	Hold	246	–	–	0.01%	132
2013 Q3	$24K	Hold	246	–	–	0.01%	133
2013 Q2	$24K	Buy	+246	New	+$23.5K	0.01%	132

Other funds holding BDX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nelson Capital Management's BDX Position: Q4 2019 in Review

Nelson Capital Management sold out of Becton Dickinson (BDX) in Q4 2019, closing a stake of 215 shares — an estimated $53K sold.

Nelson Capital Management first reported a position in BDX in Q2 2013 and held it in 19 quarters. The position peaked at $54K in Q3 2018. 1,470 funds tracked by Wall St. Rank hold BDX as of Q4 2019.

Nelson Capital Management reported no remaining Becton Dickinson position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 215 Becton Dickinson shares in Q4 2019, an estimated $53K.
Nelson Capital Management first reported a position in Becton Dickinson in Q2 2013 and held it in 19 quarters.
Nelson Capital Management's Becton Dickinson position peaked at $54K in Q3 2018.
1,470 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.