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NewFocus Financial Group’s Becton Dickinson BDX Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$4.32M Sell
17,706
-296
-2% -$69K 1.27% 23
2020
Q3 		$4.09M Sell
18,002
-5,820
-24% -$1.43M 1.36% 20
2020
Q2 		$5.56M Sell
23,822
-2,079
-8% -$501K 1.99% 12
2020
Q1 		$5.81M Sell
25,901
-485
-2% -$120K 2.68% 11
2019
Q4 		$7M Buy
26,386
+135
+0.5% +$33.7K 2.73% 11
2019
Q3 		$6.48M Sell
26,251
-110
-0.4% -$27.2K 2.84% 10
2019
Q2 		$6.48M Sell
26,361
-204
-0.8% -$47.4K 3% 9
2019
Q1 		$6.47M Sell
26,565
-177
-0.7% -$41.8K 3.23% 10
2018
Q4 		$5.88M Sell
26,742
-469
-2% -$109K 3.47% 9
2018
Q3 		$6.93M Buy
27,211
+129
+0.5% +$31.8K 3.74% 9
2018
Q2 		$6.33M Sell
27,082
-194
-0.7% -$43.2K 3.81% 7
2018
Q1 		$5.77M Sell
27,276
-54
-0.2% -$11.8K 3.62% 7
2017
Q4 		$5.71M Buy
27,330
+409
+2% +$85.7K 3.48% 8
2017
Q3 		$5.15M Sell
26,921
-257
-0.9% -$49.8K 3.34% 8
2017
Q2 		$5.17M Sell
27,178
-123
-0.5% -$22.5K 2.92% 10
2017
Q1 		$4.89M Sell
27,301
-203
-0.7% -$35.4K 3.01% 10
2016
Q4 		$4.44M Sell
27,504
-144
-0.5% -$23.9K 2.99% 12
2016
Q3 		$4.85M Sell
27,648
-120
-0.4% -$20.5K 3.51% 8
2016
Q2 		$4.59M Buy
27,768
+18
+0.1% +$2.88K 3.4% 9
2016
Q1 		$4.11M Buy
27,750
+118
+0.4% +$16.7K 3.01% 11
2015
Q4 		$4.15M Sell
27,632
-11
-0% -$1.58K 2.89% 11
2015
Q3 		$3.58M Buy
27,643
+473
+2% +$66.1K 2.75% 11
2015
Q2 		$3.75M Sell
27,170
-321
-1% -$44.3K 2.42% 16
2015
Q1 		$3.85M Sell
27,491
-151
-0.5% -$21.1K 2.4% 16
2014
Q4 		$3.75M Buy
27,642
+9
+0% +$1.15K 2.59% 13
2014
Q3 		$3.05M Sell
27,633
-1,723
-6% -$196K 2.46% 18
2014
Q2 		$3.39M Sell
29,356
-2,640
-8% -$299K 2.68% 17
2014
Q1 		$3.65M Sell
31,996
-128
-0.4% -$14.1K 3.02% 11
2013
Q4 		$3.46M Buy
+32,124
New +$3.33M 2.92% 15

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewFocus Financial Group's BDX Position: Q4 2020 in Review

NewFocus Financial Group reduced its Becton Dickinson (BDX) stake by 1.6% in Q4 2020, selling an estimated $69K and leaving 17,706 shares worth $4.32M. The position accounts for 1.27% of the portfolio, ranked #23.

NewFocus Financial Group first reported a position in BDX in Q4 2013 and has held it in 29 quarters since. The position peaked at $7M in Q4 2019. 1,539 funds tracked by Wall St. Rank hold BDX as of Q4 2020.

  • NewFocus Financial Group held 17,706 shares of Becton Dickinson worth $4.32M as of Q4 2020.
  • NewFocus Financial Group sold 296 Becton Dickinson shares in Q4 2020, an estimated $69K.
  • Becton Dickinson made up 1.27% of NewFocus Financial Group's portfolio in Q4 2020, its #23 holding.
  • NewFocus Financial Group first reported a position in Becton Dickinson in Q4 2013 and has held it in 29 quarters since.
  • NewFocus Financial Group's Becton Dickinson position peaked at $7M in Q4 2019.
  • 1,539 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.