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Schechter Investment Advisors’s Becton Dickinson BDX Stock Holding History

Schechter Investment 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
-1,072
Closed -$277K – 658
2023
Q3 		$277K Buy
1,072
+172
+19% +$46.5K 0.03% 470
2023
Q2 		$238K Buy
900
+37
+4% +$9.4K 0.02% 545
2023
Q1 		$214K Sell
863
-194
-18% -$47.5K 0.02% 601
2022
Q4 		$269K Buy
1,057
+12
+1% +$2.83K 0.02% 656
2022
Q3 		$233K Buy
1,045
+44
+4% +$10.9K 0.02% 787
2022
Q2 		$246K Sell
1,001
-173
-15% -$43.9K 0.02% 778
2022
Q1 		$305K Buy
+1,174
New +$302K 0.03% 701

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

Schechter Investment Advisors's BDX Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 1,072 shares — an estimated $277K sold.

Schechter Investment Advisors first reported a position in BDX in Q1 2022 and held it in 7 quarters. The position peaked at $305K in Q1 2022. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,072 Becton Dickinson shares in Q4 2023, an estimated $277K.
  • Schechter Investment Advisors first reported a position in Becton Dickinson in Q1 2022 and held it in 7 quarters.
  • Schechter Investment Advisors's Becton Dickinson position peaked at $305K in Q1 2022.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.