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Segment Wealth Management’s Becton Dickinson BDX Stock Holding History

Segment Wealth Management’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
-938
Closed -$243K – 249
2023
Q3 		$243K Hold
938
– – 0.02% 198
2023
Q2 		$248K Hold
938
– – 0.03% 193
2023
Q1 		$232K Hold
938
– – 0.03% 192
2022
Q4 		$239K Sell
938
-150
-14% -$35.4K 0.03% 192
2022
Q3 		$242K Hold
1,088
– – 0.03% 194
2022
Q2 		$268K Sell
1,088
-254
-19% -$64.5K 0.03% 187
2022
Q1 		$348K Sell
1,342
-10
-0.7% -$2.58K 0.04% 200
2021
Q4 		$332K Buy
1,352
+124
+10% +$29.7K 0.03% 201
2021
Q3 		$294K Sell
1,228
-148
-11% -$36.3K 0.03% 188
2021
Q2 		$326K Hold
1,376
– – 0.04% 192
2021
Q1 		$326K Sell
1,376
-299
-18% -$73.1K 0.04% 186
2020
Q4 		$409K Sell
1,675
-58
-3% -$13.5K 0.06% 151
2020
Q3 		$393K Buy
1,733
+116
+7% +$28.5K 0.06% 147
2020
Q2 		$378K Sell
1,617
-20,249
-93% -$4.88M 0.07% 149
2020
Q1 		$4.9M Buy
21,866
+1,954
+10% +$482K 1.09% 34
2019
Q4 		$5.28M Buy
19,912
+210
+1% +$52.4K 0.89% 37
2019
Q3 		$4.86M Buy
19,702
+590
+3% +$146K 0.95% 38
2019
Q2 		$4.7M Buy
19,112
+869
+5% +$202K 0.96% 36
2019
Q1 		$4.45M Buy
18,243
+16,876
+1,235% +$3.99M 0.94% 40
2018
Q4 		$301K Sell
1,367
-511
-27% -$119K 0.08% 141
2018
Q3 		$478K Hold
1,878
– – 0.1% 134
2018
Q2 		$439K Hold
1,878
– – 0.1% 132
2018
Q1 		$397K Buy
1,878
+511
+37% +$112K 0.1% 132
2017
Q4 		$286K Hold
1,367
– – 0.07% 160
2017
Q3 		$261K Buy
1,367
+184
+16% +$35.7K 0.07% 168
2017
Q2 		$225K Hold
1,183
– – 0.06% 190
2017
Q1 		$212K Buy
+1,183
New +$206K 0.07% 172
2016
Q4 		– Sell
-1,265
Closed -$222K – 175
2016
Q3 		$222K Hold
1,265
– – 0.09% 143
2016
Q2 		$209K Buy
+1,265
New +$202K 0.09% 141

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

Segment Wealth Management's BDX Position: Q4 2023 in Review

Segment Wealth Management sold out of Becton Dickinson (BDX) in Q4 2023, closing a stake of 938 shares — an estimated $243K sold.

Segment Wealth Management first reported a position in BDX in Q2 2016 and held it in 29 quarters. The position peaked at $5.28M in Q4 2019. 1,592 funds tracked by Wall St. Rank hold BDX as of Q4 2023.

  • Segment Wealth Management reported no remaining Becton Dickinson position as of Q4 2023 after selling out during the quarter.
  • Segment Wealth Management sold 938 Becton Dickinson shares in Q4 2023, an estimated $243K.
  • Segment Wealth Management first reported a position in Becton Dickinson in Q2 2016 and held it in 29 quarters.
  • Segment Wealth Management's Becton Dickinson position peaked at $5.28M in Q4 2019.
  • 1,592 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2023.

Based on Segment Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.