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Sound Financial Strategies Group’s Becton Dickinson BDX Stock Holding History

Sound Financial Strategies 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
Q4 		– Sell
-838
Closed -$202K – 92
2024
Q3 		$202K Sell
838
-51
-6% -$12K 0.16% 86
2024
Q2 		$208K Sell
889
-1,314
-60% -$310K 0.18% 81
2024
Q1 		$545K Buy
2,203
+13
+0.6% +$3.11K 0.45% 49
2023
Q4 		$534K Sell
2,190
-1,290
-37% -$318K 0.45% 50
2023
Q3 		$900K Sell
3,480
-261
-7% -$70.5K 0.74% 25
2023
Q2 		$988K Sell
3,741
-460
-11% -$117K 0.72% 30
2023
Q1 		$1.04M Buy
+4,201
New +$1.03M 0.69% 28
2022
Q2 		– Sell
-6,201
Closed -$1.61M – 48
2022
Q1 		$1.61M Buy
+6,201
New +$1.6M 0.89% 30
2020
Q4 		– Sell
-3,369
Closed -$765K – 84
2020
Q3 		$765K Sell
3,369
-53
-2% -$13K 0.48% 22
2020
Q2 		$799K Sell
3,422
-17
-0.5% -$4.1K 0.52% 21
2020
Q1 		$771K Sell
3,439
-4,834
-58% -$1.19M 0.52% 13
2019
Q4 		$2.19M Buy
+8,273
New +$2.06M 1.39% 16

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Sound Financial Strategies Group's BDX Position: Q4 2024 in Review

Sound Financial Strategies Group sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 838 shares — an estimated $202K sold.

Sound Financial Strategies Group first reported a position in BDX in Q4 2019 and held it in 12 quarters. The position peaked at $2.19M in Q4 2019. 1,626 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Sound Financial Strategies Group reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 838 Becton Dickinson shares in Q4 2024, an estimated $202K.
  • Sound Financial Strategies Group first reported a position in Becton Dickinson in Q4 2019 and held it in 12 quarters.
  • Sound Financial Strategies Group's Becton Dickinson position peaked at $2.19M in Q4 2019.
  • 1,626 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Sound Financial Strategies Group's 13F filing for Q4 2024, filed 6 Feb 2025.