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Pinion Investment Advisors’s Becton Dickinson BDX Stock Holding History

Pinion Investment Advisors’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
-1,644
Closed -$425K – 151
2023
Q3 		$425K Buy
1,644
+110
+7% +$29.7K 0.28% 90
2023
Q2 		$405K Buy
1,534
+274
+22% +$69.6K 0.27% 96
2023
Q1 		$312K Sell
1,260
-75
-6% -$18.4K 0.29% 91
2022
Q4 		$339K Buy
1,335
+310
+30% +$73.2K 0.32% 86
2022
Q3 		$228K Sell
1,025
-5
-0.5% -$1.24K 0.2% 134
2022
Q2 		$254K Buy
1,030
+1
+0.1% +$254 0.21% 136
2022
Q1 		$267K Buy
+1,029
New +$265K 0.19% 143
2020
Q1 		– Sell
-1,138
Closed -$302K – 96
2019
Q4 		$302K Hold
1,138
– – 0.56% 89
2019
Q3 		$281K Buy
1,138
+144
+14% +$35.5K 0.58% 93
2019
Q2 		$244K Buy
994
+61
+7% +$14.2K 0.52% 96
2019
Q1 		$227K Buy
+933
New +$221K 0.4% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinion Investment Advisors's BDX Position: Q4 2023 in Review

Pinion Investment Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,644 shares — an estimated $425K sold.

Pinion Investment Advisors first reported a position in BDX in Q1 2019 and held it in 11 quarters. The position peaked at $425K in Q3 2023. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Pinion Investment Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,644 Becton Dickinson shares in Q4 2023, an estimated $425K.
  • Pinion Investment Advisors first reported a position in Becton Dickinson in Q1 2019 and held it in 11 quarters.
  • Pinion Investment Advisors's Becton Dickinson position peaked at $425K in Q3 2023.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.