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Sonora Investment Management’s Becton Dickinson BDX Stock Holding History

Sonora Investment 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
2021
Q3 		$149K Buy
619
+80
+15% +$19.6K 0.02% 239
2021
Q2 		$128K Buy
539
+67
+14% +$16.1K 0.02% 250
2021
Q1 		$112K Buy
472
+10
+2% +$2.44K 0.01% 389
2020
Q4 		$113K Buy
462
+49
+12% +$11.4K 0.01% 393
2020
Q3 		$94K Hold
413
– – 0.01% 394
2020
Q2 		$96K Sell
413
-13
-3% -$3.13K 0.01% 347
2020
Q1 		$96K Buy
426
+62
+17% +$15.3K 0.01% 329
2019
Q4 		$97K Buy
+364
New +$90.7K 0.01% 352
2019
Q3 		– Sell
-401
Closed -$99K – 1713
2019
Q2 		$99K Sell
401
-283
-41% -$65.8K 0.01% 353
2019
Q1 		$167K Sell
684
-27
-4% -$6.38K 0.02% 244
2018
Q4 		$156K Buy
711
+64
+10% +$14.9K 0.02% 237
2018
Q3 		$165K Sell
647
-155
-19% -$38.2K 0.02% 227
2018
Q2 		$187K Buy
802
+5
+0.6% +$1.11K 0.03% 210
2018
Q1 		$169K Buy
797
+150
+23% +$32.8K 0.03% 211
2017
Q4 		$135K Buy
+647
New +$136K 0.02% 230
2017
Q3 		– Sell
-647
Closed -$123K – 1180
2017
Q2 		$123K Hold
647
– – 0.02% 228
2017
Q1 		$116K Hold
647
– – 0.02% 227
2016
Q4 		$104K Hold
647
– – 0.02% 214
2016
Q3 		$113K Hold
647
– – 0.02% 207
2016
Q2 		$107K Hold
647
– – 0.02% 190
2016
Q1 		$101K Hold
647
– – 0.02% 201
2015
Q4 		$97K Sell
647
-7
-1% -$1.01K 0.03% 165
2015
Q3 		$86K Buy
+654
New +$91.3K 0.03% 159

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management's BDX Position: Q3 2021 in Review

Sonora Investment Management increased its Becton Dickinson (BDX) stake by 15% in Q3 2021, buying an estimated $19.6K and bringing the position to 619 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #239.

Sonora Investment Management first reported a position in BDX in Q3 2015 and has held it in 23 quarters since. The position peaked at $187K in Q2 2018. 1,473 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

  • Sonora Investment Management held 619 shares of Becton Dickinson worth $149K as of Q3 2021.
  • Sonora Investment Management bought 80 Becton Dickinson shares in Q3 2021, an estimated $19.6K.
  • Becton Dickinson made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #239 holding.
  • Sonora Investment Management first reported a position in Becton Dickinson in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's Becton Dickinson position peaked at $187K in Q2 2018.
  • 1,473 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.