Rockbridge Investment Management’s Becton Dickinson BDX Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-442	Closed	-$108K	–	170
2023 Q4	$108K	Buy	+442	New	+$109K	0.02%	166
2022 Q3	–	Sell	-442	Closed	-$109K	–	152
2022 Q2	$109K	Sell	442 -57	-11%	-$14.5K	0.02%	146
2022 Q1	$128K	Sell	499 -57	-10%	-$14.7K	0.02%	195
2021 Q4	$136K	Buy	556 +103	+23%	+$24.7K	0.02%	213
2021 Q3	$109K	Buy	453 +10	+2%	+$2.45K	0.02%	221
2021 Q2	$105K	Hold	443	–	–	0.02%	219
2021 Q1	$105K	Hold	443	–	–	0.02%	205
2020 Q4	$108K	Hold	443	–	–	0.02%	192
2020 Q3	$101K	Hold	443	–	–	0.02%	187
2020 Q2	$103K	Buy	+443	New	+$107K	0.03%	171

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockbridge Investment Management's BDX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 442 shares — an estimated $108K sold.

Rockbridge Investment Management first reported a position in BDX in Q2 2020 and held it in 10 quarters. The position peaked at $136K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

Rockbridge Investment Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 442 Becton Dickinson shares in Q1 2024, an estimated $108K.
Rockbridge Investment Management first reported a position in Becton Dickinson in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Becton Dickinson position peaked at $136K in Q4 2021.
1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.