Optimal Asset Management’s Becton Dickinson BDX Stock Holding History

Optimal Asset Management’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 Q3	$3.59M	Buy	18,062 +30	+0.2%	+$7.36K	0.45%	76
2021 Q2	$3.54M	Buy	18,032 +1,948	+12%	+$467K	0.42%	80
2021 Q1	$3.41M	Buy	16,084 +6,355	+65%	+$1.55M	0.44%	71
2020 Q4	$1.96M	Buy	9,729 +920	+10%	+$215K	0.28%	120
2020 Q3	$1.73M	Buy	8,809 +3,961	+82%	+$973K	0.25%	135
2020 Q2	$1.13M	Buy	4,848 +1,254	+35%	+$302K	0.18%	187
2020 Q1	$806	Buy	3,594 +2,774	+338%	+$685K	0.08%	311
2019 Q4	$218K	Buy	+820	New	+$204K	0.03%	380

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Optimal Asset Management's BDX Position: Q3 2021 in Review

Optimal Asset Management increased its Becton Dickinson (BDX) stake by 0.17% in Q3 2021, buying an estimated $7.36K and bringing the position to 18,062 shares worth $3.59M. The position accounts for 0.45% of the portfolio, ranked #76.

Optimal Asset Management first reported a position in BDX in Q4 2019 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

Optimal Asset Management held 18,062 shares of Becton Dickinson worth $3.59M as of Q3 2021.
Optimal Asset Management bought 30 Becton Dickinson shares in Q3 2021, an estimated $7.36K.
Becton Dickinson made up 0.45% of Optimal Asset Management's portfolio in Q3 2021, its #76 holding.
Optimal Asset Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 8 quarters since.
1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.