Spearhead Capital Advisors’s Becton Dickinson BDX Stock Holding History

Spearhead Capital Advisors’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
2022 Q3	$1.2M	Sell	5,361 -32,521	-86%	-$8.09M	1.29%	22
2022 Q2	$9.34M	Sell	37,882 -4,199	-10%	-$1.07M	1.39%	26
2022 Q1	$10.9M	Buy	42,081 +7,054	+20%	+$1.82M	1.35%	25
2021 Q4	$8.59M	Buy	35,027 +1,083	+3%	+$259K	1.04%	49
2021 Q3	$8.14M	Buy	33,944 +1,592	+5%	+$390K	1.09%	51
2021 Q2	$7.68M	Buy	32,352 +1,089	+3%	+$261K	1.04%	53
2021 Q1	$7.42M	Buy	31,263 +6,375	+26%	+$1.56M	1.1%	53
2020 Q4	$6.08M	Buy	24,888 +2,378	+11%	+$555K	0.97%	50
2020 Q3	$5.11M	Buy	22,510 +695	+3%	+$171K	0.98%	49
2020 Q2	$5.09M	Buy	21,815 +112	+0.5%	+$27K	1.09%	48
2020 Q1	$4.87M	Buy	21,703 +2,808	+15%	+$693K	1.4%	27
2019 Q4	$5.01M	Buy	18,895 +1,011	+6%	+$252K	1.25%	39
2019 Q3	$4.41M	Buy	17,884 +355	+2%	+$87.6K	1.23%	39
2019 Q2	$4.31M	Buy	17,529 +837	+5%	+$194K	1.26%	38
2019 Q1	$4.07M	Buy	16,692 +1,284	+8%	+$304K	1.23%	28
2018 Q4	$3.39M	Sell	15,408 -505	-3%	-$117K	1.45%	22
2018 Q3	$3.89M	Buy	15,913 +223	+1%	+$54.9K	1.3%	24
2018 Q2	$3.67M	Buy	15,690 +799	+5%	+$178K	1.31%	15
2018 Q1	$3.15M	Buy	14,891 +2,146	+17%	+$470K	1.23%	25
2017 Q4	$2.66M	Buy	+12,745	New	+$2.67M	1.29%	27

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Spearhead Capital Advisors's BDX Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Becton Dickinson (BDX) stake by 86% in Q3 2022, selling an estimated $8.09M and leaving 5,361 shares worth $1.2M. The position accounts for 1.29% of the portfolio, ranked #22.

Spearhead Capital Advisors first reported a position in BDX in Q4 2017 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2022. 1,506 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

Spearhead Capital Advisors held 5,361 shares of Becton Dickinson worth $1.2M as of Q3 2022.
Spearhead Capital Advisors sold 32,521 Becton Dickinson shares in Q3 2022, an estimated $8.09M.
Becton Dickinson made up 1.29% of Spearhead Capital Advisors's portfolio in Q3 2022, its #22 holding.
Spearhead Capital Advisors first reported a position in Becton Dickinson in Q4 2017 and has held it in 20 quarters since.
Spearhead Capital Advisors's Becton Dickinson position peaked at $10.9M in Q1 2022.
1,506 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.