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Squar Milner Financial Services’s Becton Dickinson BDX Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-2,577
Closed -$602K – 24
2020
Q2 		$602K Buy
2,577
+198
+8% +$47.7K 0.34% 79
2020
Q1 		$533K Buy
2,379
+81
+4% +$20K 0.32% 66
2019
Q4 		$609K Sell
2,298
-595
-21% -$148K 0.3% 71
2019
Q3 		$657K Buy
2,893
+1,119
+63% +$276K 0.34% 79
2019
Q2 		$436K Buy
1,774
+358
+25% +$83.2K 0.29% 83
2019
Q1 		$344K Buy
1,416
+92
+7% +$21.7K 0.25% 89
2018
Q4 		$291K Buy
1,324
+4
+0.3% +$928 0.28% 92
2018
Q3 		$336K Buy
1,320
+132
+11% +$32.5K 0.3% 86
2018
Q2 		$278K Hold
1,188
– – 0.25% 110
2018
Q1 		$251K Hold
1,188
– – 0.32% 113
2017
Q4 		$284K Buy
+1,188
New +$249K 0.34% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's BDX Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Becton Dickinson (BDX) in Q3 2020, closing a stake of 2,577 shares — an estimated $602K sold.

Squar Milner Financial Services first reported a position in BDX in Q4 2017 and held it in 11 quarters. The position peaked at $657K in Q3 2019. 1,436 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Becton Dickinson position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,577 Becton Dickinson shares in Q3 2020, an estimated $602K.
  • Squar Milner Financial Services first reported a position in Becton Dickinson in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Becton Dickinson position peaked at $657K in Q3 2019.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.