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Omnia Family Wealth’s Becton Dickinson BDX Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-10
Closed -$2K – 143
2019
Q1 		$2K Hold
10
– – ﹤0.01% 443
2018
Q4 		$2K Hold
10
– – ﹤0.01% 391
2018
Q3 		$3K Sell
10
-8
-44% -$1.97K ﹤0.01% 357
2018
Q2 		$4K Hold
18
– – ﹤0.01% 316
2018
Q1 		$4K Buy
18
+8
+80% +$1.75K ﹤0.01% 324
2017
Q4 		$2K Hold
10
– – ﹤0.01% 415
2017
Q3 		$2K Sell
10
-22
-69% -$4.26K ﹤0.01% 434
2017
Q2 		$6K Hold
32
– – ﹤0.01% 349
2017
Q1 		$6K Hold
32
– – ﹤0.01% 343
2016
Q4 		$5K Buy
+32
New +$5.31K ﹤0.01% 364

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's BDX Position: Q2 2019 in Review

Omnia Family Wealth sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 10 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in BDX in Q4 2016 and held it in 10 quarters. The position peaked at $6K in Q2 2017. 1,375 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

  • Omnia Family Wealth reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 10 Becton Dickinson shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Becton Dickinson in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Becton Dickinson position peaked at $6K in Q2 2017.
  • 1,375 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.