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Seamount Financial Group’s Becton Dickinson BDX Stock Holding History

Seamount 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
2024
Q1 		– Sell
-835
Closed -$204K – 86
2023
Q4 		$204K Buy
+835
New +$206K 0.2% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seamount Financial Group's BDX Position: Q1 2024 in Review

Seamount Financial Group sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 835 shares — an estimated $204K sold.

Seamount Financial Group first reported a position in BDX in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Seamount Financial Group reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Seamount Financial Group sold 835 Becton Dickinson shares in Q1 2024, an estimated $204K.
  • Seamount Financial Group first reported a position in Becton Dickinson in Q4 2023 and held it in 1 quarter.
  • Seamount Financial Group's Becton Dickinson position peaked at $204K in Q4 2023.
  • 1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Seamount Financial Group's 13F filing for Q1 2024, filed 18 Apr 2024.