Northeast Financial Consultants’s Becton Dickinson BDX Stock Holding History

Northeast Financial Consultants’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
2024 Q1	–	Sell	-848	Closed	-$207K	–	294
2023 Q4	$207K	Buy	848 +48	+6%	+$11.8K	0.01%	266
2023 Q3	$207K	Hold	800	–	–	0.01%	263
2023 Q2	$211K	Buy	+800	New	+$203K	0.01%	265
2023 Q1	–	Sell	-800	Closed	-$203K	–	320
2022 Q4	$203K	Buy	+800	New	+$189K	0.01%	300
2022 Q2	–	Sell	-820	Closed	-$213K	–	340
2022 Q1	$213K	Hold	820	–	–	0.01%	362
2021 Q4	$201K	Buy	+820	New	+$196K	0.01%	337
2021 Q1	–	Sell	-820	Closed	-$200K	–	331
2020 Q4	$200K	Buy	+820	New	+$191K	0.02%	308
2020 Q1	–	Sell	-820	Closed	-$218K	–	273
2019 Q4	$218K	Sell	820 -62	-7%	-$15.5K	0.02%	275
2019 Q3	$218K	Buy	882 +62	+8%	+$15.3K	0.02%	290
2019 Q2	$202K	Hold	820	–	–	0.02%	308
2019 Q1	$200K	Buy	+820	New	+$194K	0.02%	301
2018 Q4	–	Sell	-820	Closed	-$208K	–	163
2018 Q3	$208K	Buy	+820	New	+$202K	0.06%	138

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northeast Financial Consultants's BDX Position: Q1 2024 in Review

Northeast Financial Consultants sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 848 shares — an estimated $207K sold.

Northeast Financial Consultants first reported a position in BDX in Q3 2018 and held it in 12 quarters. The position peaked at $218K in Q4 2019. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

Northeast Financial Consultants reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
Northeast Financial Consultants sold 848 Becton Dickinson shares in Q1 2024, an estimated $207K.
Northeast Financial Consultants first reported a position in Becton Dickinson in Q3 2018 and held it in 12 quarters.
Northeast Financial Consultants's Becton Dickinson position peaked at $218K in Q4 2019.
1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Northeast Financial Consultants's 13F filing for Q1 2024, filed 15 May 2024.