NFP
BDX icon

Novak Financial Planning’s Becton Dickinson BDX Stock Holding History

Novak Financial Planning’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
Q2 		$888K Hold
3,744
– – 0.43% 67
2021
Q1 		$888K Sell
3,744
-63
-2% -$15.4K 0.49% 64
2020
Q4 		$929K Buy
+3,807
New +$888K 0.55% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Novak Financial Planning's BDX Position: Q2 2021 in Review

Novak Financial Planning held its Becton Dickinson (BDX) position steady in Q2 2021 at 3,744 shares worth $888K. The position accounts for 0.43% of the portfolio, ranked #67.

Novak Financial Planning first reported a position in BDX in Q4 2020 and has held it in 3 quarters since. The position peaked at $929K in Q4 2020. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • Novak Financial Planning held 3,744 shares of Becton Dickinson worth $888K as of Q2 2021.
  • Novak Financial Planning left its Becton Dickinson share count unchanged in Q2 2021.
  • Becton Dickinson made up 0.43% of Novak Financial Planning's portfolio in Q2 2021, its #67 holding.
  • Novak Financial Planning first reported a position in Becton Dickinson in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Becton Dickinson position peaked at $929K in Q4 2020.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.