Principle Wealth Partners’s Becton Dickinson BDX Stock Holding History

Principle Wealth Partners’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
2024 Q4	–	Sell	-850	Closed	-$205K	–	337
2024 Q3	$205K	Buy	+850	New	+$199K	0.01%	328
2024 Q2	–	Sell	-850	Closed	-$210K	–	327
2024 Q1	$210K	Hold	850	–	–	0.02%	331
2023 Q4	$207K	Hold	850	–	–	0.02%	321
2023 Q3	$220K	Buy	850 +50	+6%	+$13.5K	0.02%	298
2023 Q2	$211K	Buy	+800	New	+$203K	0.02%	311
2023 Q1	–	Sell	-800	Closed	-$203K	–	314
2022 Q4	$203K	Buy	+800	New	+$189K	0.02%	303
2022 Q2	–	Sell	-849	Closed	-$220K	–	305
2022 Q1	$220K	Hold	849	–	–	0.02%	300
2021 Q4	$208K	Buy	849 +6	+0.7%	+$1.44K	0.02%	309
2021 Q3	$202K	Sell	843 -51	-6%	-$12.5K	0.02%	301
2021 Q2	$212K	Hold	894	–	–	0.02%	302
2021 Q1	$212K	Hold	894	–	–	0.02%	275
2020 Q4	$218K	Buy	+894	New	+$208K	0.03%	261

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Principle Wealth Partners's BDX Position: Q4 2024 in Review

Principle Wealth Partners sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 850 shares — an estimated $205K sold.

Principle Wealth Partners first reported a position in BDX in Q4 2020 and held it in 12 quarters. The position peaked at $220K in Q1 2022. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

Principle Wealth Partners reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
Principle Wealth Partners sold 850 Becton Dickinson shares in Q4 2024, an estimated $205K.
Principle Wealth Partners first reported a position in Becton Dickinson in Q4 2020 and held it in 12 quarters.
Principle Wealth Partners's Becton Dickinson position peaked at $220K in Q1 2022.
1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Principle Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.