Parnassus Investments
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Parnassus Investments’s Becton Dickinson BDX Stock Holding History

Parnassus Investments’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
2023
Q4 		– Sell
-2,344,519
Closed -$606M – 131
2023
Q3 		$606M Sell
2,344,519
-610,625
-21% -$165M 1.48% 30
2023
Q2 		$780M Buy
2,955,144
+33,067
+1% +$8.4M 1.81% 24
2023
Q1 		$723M Sell
2,922,077
-930
-0% -$228K 1.79% 22
2022
Q4 		$743M Sell
2,923,007
-2,539,375
-46% -$599M 1.85% 24
2022
Q3 		$1.22B Buy
5,462,382
+12,986
+0.2% +$3.23M 3.17% 5
2022
Q2 		$1.34B Buy
5,449,396
+163,850
+3% +$41.6M 3.21% 4
2022
Q1 		$1.37B Buy
5,285,546
+60,440
+1% +$15.6M 2.78% 8
2021
Q4 		$1.28B Buy
5,225,106
+401,201
+8% +$96.1M 2.46% 9
2021
Q3 		$1.16B Buy
4,823,905
+261,155
+6% +$64.1M 2.44% 8
2021
Q2 		$1.08B Buy
4,562,750
+1,260,957
+38% +$302M 2.36% 10
2021
Q1 		$783M Buy
3,301,793
+94,388
+3% +$23.1M 1.9% 21
2020
Q4 		$783M Buy
3,207,405
+81,472
+3% +$19M 2.12% 20
2020
Q3 		$710M Buy
3,125,933
+647,305
+26% +$159M 2.2% 17
2020
Q2 		$579M Sell
2,478,628
-23,973
-1% -$5.78M 2% 20
2020
Q1 		$561M Buy
+2,502,601
New +$618M 2.33% 15

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments's BDX Position: Q4 2023 in Review

Parnassus Investments sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 2,344,519 shares — an estimated $606M sold.

Parnassus Investments first reported a position in BDX in Q1 2020 and held it in 15 quarters. The position peaked at $1.37B in Q1 2022. 1,593 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Parnassus Investments reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Parnassus Investments sold 2,344,519 Becton Dickinson shares in Q4 2023, an estimated $606M.
  • Parnassus Investments first reported a position in Becton Dickinson in Q1 2020 and held it in 15 quarters.
  • Parnassus Investments's Becton Dickinson position peaked at $1.37B in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Parnassus Investments's 13F filing for Q4 2023, filed 12 Feb 2024.