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Schear Investment Advisers’s Becton Dickinson BDX Stock Holding History

Schear Investment Advisers’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
Q1 		– Sell
-1,708
Closed -$434K – 86
2022
Q4 		$434K Buy
+1,708
New +$403K 0.54% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schear Investment Advisers's BDX Position: Q1 2023 in Review

Schear Investment Advisers sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 1,708 shares — an estimated $434K sold.

Schear Investment Advisers first reported a position in BDX in Q4 2022 and held it in 1 quarter. The position peaked at $434K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • Schear Investment Advisers reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • Schear Investment Advisers sold 1,708 Becton Dickinson shares in Q1 2023, an estimated $434K.
  • Schear Investment Advisers first reported a position in Becton Dickinson in Q4 2022 and held it in 1 quarter.
  • Schear Investment Advisers's Becton Dickinson position peaked at $434K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Schear Investment Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.