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Sterling Investment Advisors (Pennsylvania)’s Becton Dickinson BDX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2023
Q3 		– Sell
-2,075
Closed -$548K – 135
2023
Q2 		$548K Sell
2,075
-785
-27% -$199K 0.18% 92
2023
Q1 		$708K Sell
2,860
-505
-15% -$124K 0.24% 88
2022
Q4 		$856K Sell
3,365
-315
-9% -$74.4K 0.31% 83
2022
Q3 		$820K Sell
3,680
-325
-8% -$80.9K 0.31% 81
2022
Q2 		$987K Sell
4,005
-254
-6% -$64.5K 0.34% 73
2022
Q1 		$1.1M Sell
4,259
-384
-8% -$98.9K 0.31% 82
2021
Q4 		$1.14M Sell
4,643
-31
-0.7% -$7.43K 0.32% 80
2021
Q3 		$1.12M Sell
4,674
-220
-4% -$54K 0.33% 80
2021
Q2 		$1.16M Buy
4,894
+133
+3% +$31.9K 0.34% 80
2021
Q1 		$1.13M Buy
4,761
+646
+16% +$158K 0.36% 76
2020
Q4 		$1M Buy
4,115
+2,065
+101% +$482K 0.34% 73
2020
Q3 		$465K Buy
2,050
+1,794
+701% +$441K 0.18% 96
2020
Q2 		$59K Hold
256
– – 0.02% 198
2020
Q1 		$57K Hold
256
– – 0.03% 178
2019
Q4 		$67K Hold
256
– – 0.03% 180
2019
Q3 		$63K Hold
256
– – 0.03% 185
2019
Q2 		$63K Hold
256
– – 0.03% 185
2019
Q1 		$62K Hold
256
– – 0.03% 190
2018
Q4 		$56K Hold
256
– – 0.03% 184
2018
Q3 		$65K Hold
256
– – 0.03% 196
2018
Q2 		$59K Hold
256
– – 0.03% 192
2018
Q1 		$54K Hold
256
– – 0.03% 190
2017
Q4 		$54K Hold
256
– – 0.03% 178
2017
Q3 		$49K Sell
256
-12
-4% -$2.33K 0.03% 177
2017
Q2 		$51K Buy
268
+12
+5% +$2.19K 0.03% 178
2017
Q1 		$46K Hold
256
– – 0.03% 181
2016
Q4 		$41K Buy
+256
New +$42.5K 0.03% 164

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $315B AUM 27.84% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BDX Position: Q3 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 2,075 shares — an estimated $548K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BDX in Q4 2016 and held it in 27 quarters. The position peaked at $1.16M in Q2 2021. 1,553 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,075 Becton Dickinson shares in Q3 2023, an estimated $548K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Becton Dickinson in Q4 2016 and held it in 27 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Becton Dickinson position peaked at $1.16M in Q2 2021.
  • 1,553 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2023, filed 6 Nov 2023.