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Next Financial Group’s Becton Dickinson BDX Stock Holding History

Next 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
2021
Q4 		$135K Buy
550
+225
+69% +$53.9K 0.01% 1042
2021
Q3 		$78K Buy
325
+84
+35% +$20.6K 0.01% 1219
2021
Q2 		$57K Sell
241
-2
-0.8% -$479 ﹤0.01% 1330
2021
Q1 		$58K Sell
243
-86
-26% -$21K 0.01% 1223
2020
Q4 		$81K Sell
329
-129
-28% -$30.1K 0.01% 1027
2020
Q3 		$105K Buy
+458
New +$113K 0.01% 842
2020
Q2 		– Sell
-577
Closed -$130K – 721
2020
Q1 		$130K Sell
577
-113
-16% -$27.9K 0.02% 676
2019
Q4 		$183K Buy
690
+94
+16% +$23.4K 0.02% 732
2019
Q3 		$147K Buy
596
+4
+0.7% +$987 0.02% 781
2019
Q2 		$145K Buy
592
+104
+21% +$24.2K 0.02% 772
2019
Q1 		$119K Sell
488
-82
-14% -$19.4K 0.03% 488
2018
Q4 		$125K Buy
570
+256
+82% +$59.4K 0.03% 524
2018
Q3 		$80K Buy
+314
New +$77.3K 0.04% 426
2017
Q4 		– Sell
-536
Closed -$105K – 363
2017
Q3 		$105K Sell
536
-195
-27% -$37.8K 0.03% 469
2017
Q2 		$139K Sell
731
-87
-11% -$15.9K 0.03% 451
2017
Q1 		$149K Sell
818
-563
-41% -$98.1K 0.04% 383
2016
Q4 		$223K Buy
1,381
+120
+10% +$19.9K 0.04% 445
2016
Q3 		$221K Buy
1,261
+643
+104% +$110K 0.04% 442
2016
Q2 		$102K Sell
618
-103
-14% -$16.5K 0.03% 444
2016
Q1 		$106K Sell
721
-115
-14% -$16.3K 0.04% 414
2015
Q4 		$125K Hold
836
– – 0.05% 360
2015
Q3 		$108K Buy
836
+53
+7% +$7.4K 0.04% 409
2015
Q2 		$108K Hold
783
– – 0.04% 441
2015
Q1 		$109K Buy
783
+82
+12% +$11.5K 0.04% 439
2014
Q4 		$95K Sell
701
-840
-55% -$107K 0.03% 469
2014
Q3 		$171K Buy
1,541
+231
+18% +$26.3K 0.03% 496
2014
Q2 		$149K Buy
+1,310
New +$149K 0.08% 184

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's BDX Position: Q4 2021 in Review

Next Financial Group increased its Becton Dickinson (BDX) stake by 69% in Q4 2021, buying an estimated $53.9K and bringing the position to 550 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1042.

Next Financial Group first reported a position in BDX in Q2 2014 and has held it in 27 quarters since. The position peaked at $223K in Q4 2016. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Next Financial Group held 550 shares of Becton Dickinson worth $135K as of Q4 2021.
  • Next Financial Group bought 225 Becton Dickinson shares in Q4 2021, an estimated $53.9K.
  • Becton Dickinson made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1042 holding.
  • Next Financial Group first reported a position in Becton Dickinson in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Becton Dickinson position peaked at $223K in Q4 2016.
  • 1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.