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Simplify Asset Management’s Becton Dickinson BDX Stock Holding History

Simplify Asset 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
2024
Q1 		– Sell
-5,305
Closed -$1.29M – 107
2023
Q4 		$1.29M Sell
5,305
-390
-7% -$96.1K 0.12% 64
2023
Q3 		$1.47M Sell
5,695
-65
-1% -$17.6K 0.17% 65
2023
Q2 		$1.52M Sell
5,760
-305
-5% -$77.5K 0.2% 66
2023
Q1 		$1.5M Buy
6,065
+2,672
+79% +$654K 0.22% 53
2022
Q4 		$863K Buy
3,393
+273
+9% +$64.4K 0.13% 41
2022
Q3 		$695K Buy
3,120
+975
+45% +$243K 0.07% 46
2022
Q2 		$529K Buy
2,145
+386
+22% +$98K 0.02% 44
2022
Q1 		$445K Buy
1,759
+880
+100% +$227K 0.01% 64
2021
Q4 		$216K Buy
+879
New +$211K 0.01% 70

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 $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplify Asset Management's BDX Position: Q1 2024 in Review

Simplify Asset Management sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 5,305 shares — an estimated $1.29M sold.

Simplify Asset Management first reported a position in BDX in Q4 2021 and held it in 9 quarters. The position peaked at $1.52M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Simplify Asset Management reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Simplify Asset Management sold 5,305 Becton Dickinson shares in Q1 2024, an estimated $1.29M.
  • Simplify Asset Management first reported a position in Becton Dickinson in Q4 2021 and held it in 9 quarters.
  • Simplify Asset Management's Becton Dickinson position peaked at $1.52M in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Simplify Asset Management's 13F filing for Q1 2024, filed 13 May 2024.