NR
BDX icon

Newfound Research’s Becton Dickinson BDX Stock Holding History

Newfound Research’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
2022
Q3 		$79K Sell
353
-55
-13% -$13.7K 0.19% 48
2022
Q2 		$101K Sell
408
-90
-18% -$22.9K 0.21% 31
2022
Q1 		$129K Buy
498
+9
+2% +$2.32K 0.17% 65
2021
Q4 		$120K Buy
489
+248
+103% +$59.4K 0.14% 80
2021
Q3 		$58K Buy
+241
New +$59.1K 0.09% 112

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newfound Research's BDX Position: Q3 2022 in Review

Newfound Research reduced its Becton Dickinson (BDX) stake by 13% in Q3 2022, selling an estimated $13.7K and leaving 353 shares worth $79K. The position accounts for 0.19% of the portfolio, ranked #48.

Newfound Research first reported a position in BDX in Q3 2021 and has held it in 5 quarters since. The position peaked at $129K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Newfound Research held 353 shares of Becton Dickinson worth $79K as of Q3 2022.
  • Newfound Research sold 55 Becton Dickinson shares in Q3 2022, an estimated $13.7K.
  • Becton Dickinson made up 0.19% of Newfound Research's portfolio in Q3 2022, its #48 holding.
  • Newfound Research first reported a position in Becton Dickinson in Q3 2021 and has held it in 5 quarters since.
  • Newfound Research's Becton Dickinson position peaked at $129K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.