Security National Trust’s Becton Dickinson BDX Stock Holding History

Security National Trust’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
2021 Q3	$462K	Hold	1,946	–	–	0.11%	111
2021 Q2	$462K	Sell	1,946 -13	-0.7%	-$3.12K	0.1%	115
2021 Q1	$465K	Hold	1,959	–	–	0.11%	112
2020 Q4	$478K	Sell	1,959 -20	-1%	-$4.66K	0.12%	111
2020 Q3	$449K	Sell	1,979 -195	-9%	-$47.9K	0.13%	109
2020 Q2	$507K	Hold	2,174	–	–	0.15%	103
2020 Q1	$487K	Buy	2,174 +161	+8%	+$39.8K	0.18%	96
2019 Q4	$534K	Sell	2,013 -72	-3%	-$17.9K	0.16%	104
2019 Q3	$514K	Sell	2,085 -538	-21%	-$133K	0.16%	102
2019 Q2	$645K	Sell	2,623 -130	-5%	-$30.2K	0.2%	97
2019 Q1	$671K	Buy	2,753 +130	+5%	+$30.7K	0.22%	96
2018 Q4	$576K	Sell	2,623 -39	-1%	-$9.05K	0.21%	94
2018 Q3	$677K	Hold	2,662	–	–	0.21%	95
2018 Q2	$622K	Hold	2,662	–	–	0.21%	100
2018 Q1	$563K	Buy	2,662 +2,538	+2,047%	+$556K	0.19%	105
2017 Q4	$26K	Sell	124 -51	-29%	-$10.7K	0.01%	293
2017 Q3	$34K	Sell	175 -6	-3%	-$1.16K	0.01%	281
2017 Q2	$35K	Hold	181	–	–	0.01%	298
2017 Q1	$32K	Buy	181 +77	+74%	+$13.4K	0.01%	302
2016 Q4	$17K	Hold	104	–	–	0.01%	335
2016 Q3	$18K	Sell	104 -205	-66%	-$35.1K	0.01%	345
2016 Q2	$51K	Buy	309 +52	+20%	+$8.31K	0.02%	272
2016 Q1	$39K	Hold	257	–	–	0.01%	287
2015 Q4	$39K	Buy	257 +29	+13%	+$4.17K	0.02%	282
2015 Q3	$29K	Hold	228	–	–	0.01%	306
2015 Q2	$31K	Sell	228 -13	-5%	-$1.79K	0.01%	311
2015 Q1	$33K	Buy	241 +36	+18%	+$5.04K	0.01%	314
2014 Q4	$28K	Hold	205	–	–	0.01%	320
2014 Q3	$23K	Hold	205	–	–	0.01%	335
2014 Q2	$24K	Hold	205	–	–	0.01%	336
2014 Q1	$23K	Hold	205	–	–	0.01%	342
2013 Q4	$22K	Buy	+205	New	+$21.3K	0.01%	339

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Security National Trust's BDX Position: Q3 2021 in Review

Security National Trust held its Becton Dickinson (BDX) position steady in Q3 2021 at 1,946 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #111.

Security National Trust first reported a position in BDX in Q4 2013 and has held it in 32 quarters since. The position peaked at $677K in Q3 2018. 1,473 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

Security National Trust held 1,946 shares of Becton Dickinson worth $462K as of Q3 2021.
Security National Trust left its Becton Dickinson share count unchanged in Q3 2021.
Becton Dickinson made up 0.11% of Security National Trust's portfolio in Q3 2021, its #111 holding.
Security National Trust first reported a position in Becton Dickinson in Q4 2013 and has held it in 32 quarters since.
Security National Trust's Becton Dickinson position peaked at $677K in Q3 2018.
1,473 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.