SFM
BDX icon

Stack Financial Management’s Becton Dickinson BDX Stock Holding History

Stack Financial 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
Q1 		– Sell
-49,128
Closed -$12M – 51
2020
Q4 		$12M Buy
49,128
+873
+2% +$204K 1.06% 42
2020
Q3 		$11M Sell
48,255
-319
-0.7% -$78.4K 1.1% 37
2020
Q2 		$11.3M Sell
48,574
-462
-0.9% -$111K 1.29% 34
2020
Q1 		$11M Sell
49,036
-780
-2% -$193K 1.72% 27
2019
Q4 		$13.2M Buy
49,816
+540
+1% +$135K 1.42% 31
2019
Q3 		$12.2M Buy
49,276
+467
+1% +$115K 1.45% 27
2019
Q2 		$12M Buy
48,809
+850
+2% +$197K 1.35% 31
2019
Q1 		$11.7M Buy
47,959
+209
+0.4% +$49.4K 1.4% 30
2018
Q4 		$10.5M Sell
47,750
-26,090
-35% -$6.06M 1.29% 30
2018
Q3 		$18.8M Sell
73,840
-1,048
-1% -$258K 2.04% 20
2018
Q2 		$17.5M Sell
74,888
-994
-1% -$221K 2.03% 21
2018
Q1 		$16M Sell
75,882
-1,690
-2% -$370K 1.9% 22
2017
Q4 		$16.2M Sell
77,572
-1,103
-1% -$231K 1.63% 28
2017
Q3 		$15M Sell
78,675
-402
-0.5% -$77.9K 1.63% 30
2017
Q2 		$15.1M Buy
79,077
+43
+0.1% +$7.85K 1.57% 33
2017
Q1 		$14.1M Buy
79,034
+326
+0.4% +$56.8K 1.5% 33
2016
Q4 		$12.7M Buy
78,708
+702
+0.9% +$117K 1.41% 37
2016
Q3 		$13.7M Buy
78,006
+247
+0.3% +$42.2K 1.59% 34
2016
Q2 		$12.9M Sell
77,759
-123
-0.2% -$19.7K 1.64% 33
2016
Q1 		$11.5M Buy
+77,882
New +$11M 1.4% 35

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Stack Financial Management's BDX Position: Q1 2021 in Review

Stack Financial Management sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 49,128 shares — an estimated $12M sold.

Stack Financial Management first reported a position in BDX in Q1 2016 and held it in 20 quarters. The position peaked at $18.8M in Q3 2018. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Stack Financial Management reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Stack Financial Management sold 49,128 Becton Dickinson shares in Q1 2021, an estimated $12M.
  • Stack Financial Management first reported a position in Becton Dickinson in Q1 2016 and held it in 20 quarters.
  • Stack Financial Management's Becton Dickinson position peaked at $18.8M in Q3 2018.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Stack Financial Management's 13F filing for Q1 2021, filed 9 Apr 2021.