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Rational Advisors’s Becton Dickinson BDX Stock Holding History

Rational 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
-559
Closed -$145K – 207
2023
Q3 		$145K Sell
559
-301
-35% -$81.3K 0.01% 136
2023
Q2 		$227K Buy
+860
New +$218K 0.02% 125
2020
Q4 		– Sell
-423
Closed -$96K – 242
2020
Q3 		$96K Buy
423
+173
+69% +$42.5K 0.04% 160
2020
Q2 		$58K Buy
+250
New +$60.3K 0.03% 178
2020
Q1 		– Sell
-21
Closed -$5K – 195
2019
Q4 		$5K Sell
21
-62
-75% -$15.5K ﹤0.01% 481
2019
Q3 		$20K Sell
83
-52
-39% -$12.8K 0.01% 454
2019
Q2 		$33K Sell
135
-274
-67% -$63.7K 0.01% 383
2019
Q1 		$100K Buy
409
+148
+57% +$35K 0.03% 265
2018
Q4 		$57K Sell
261
-8,608
-97% -$2M 0.02% 272
2018
Q3 		$2.26M Buy
8,869
+8,773
+9,139% +$2.16M 0.54% 51
2018
Q2 		$23K Sell
96
-125
-57% -$27.8K 0.01% 314
2018
Q1 		$47K Buy
+221
New +$48.4K 0.02% 284
2015
Q3 		$64K Hold
498
– – 0.03% 243
2015
Q2 		$69K Sell
498
-353
-41% -$48.7K 0.02% 241
2015
Q1 		$119K Sell
851
-8,150
-91% -$1.14M 0.03% 215
2014
Q4 		$1.22M Buy
+9,001
New +$1.15M 0.24% 123
2013
Q4 		$292K Sell
2,707
-143
-5% -$14.8K 0.03% 430
2013
Q3 		$278K Sell
2,850
-27,901
-91% -$2.73M 0.02% 467
2013
Q2 		$2.96M Buy
+30,751
New +$2.93M 0.25% 128

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

Rational Advisors's BDX Position: Q4 2023 in Review

Rational Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 559 shares — an estimated $145K sold.

Rational Advisors first reported a position in BDX in Q2 2013 and held it in 19 quarters. The position peaked at $2.96M in Q2 2013. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Rational Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 559 Becton Dickinson shares in Q4 2023, an estimated $145K.
  • Rational Advisors first reported a position in Becton Dickinson in Q2 2013 and held it in 19 quarters.
  • Rational Advisors's Becton Dickinson position peaked at $2.96M in Q2 2013.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.