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Sather Financial Group’s Becton Dickinson BDX Stock Holding History

Sather Financial Group’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
2014
Q1 		– Sell
-4,682
Closed -$505K – 54
2013
Q4 		$505K Sell
4,682
-410
-8% -$42.5K 0.34% 43
2013
Q3 		$497K Hold
5,092
– – 0.36% 40
2013
Q2 		$491K Buy
+5,092
New +$486K 0.41% 36

Other funds holding BDX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sather Financial Group's BDX Position: Q1 2014 in Review

Sather Financial Group sold out of Becton Dickinson (BDX) in Q1 2014, closing a stake of 4,682 shares — an estimated $505K sold.

Sather Financial Group first reported a position in BDX in Q2 2013 and held it in 3 quarters. The position peaked at $505K in Q4 2013. 844 funds tracked by Wall St. Rank hold BDX as of Q1 2014.

  • Sather Financial Group reported no remaining Becton Dickinson position as of Q1 2014 after selling out during the quarter.
  • Sather Financial Group sold 4,682 Becton Dickinson shares in Q1 2014, an estimated $505K.
  • Sather Financial Group first reported a position in Becton Dickinson in Q2 2013 and held it in 3 quarters.
  • Sather Financial Group's Becton Dickinson position peaked at $505K in Q4 2013.
  • 844 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2014.

Based on Sather Financial Group's 13F filing for Q1 2014, filed 22 Apr 2014.