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Steward Partners Investment Solutions’s Becton Dickinson BDX Stock Holding History

Steward Partners Investment Solutions’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
Q1 		– Sell
-396
Closed -$96.6K – 259
2023
Q4 		$96.6K Buy
+396
New +$97.6K 0.04% 138

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Partners Investment Solutions's BDX Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 396 shares — an estimated $96.6K sold.

Steward Partners Investment Solutions first reported a position in BDX in Q4 2023 and held it in 1 quarter. The position peaked at $96.6K in Q4 2023. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 396 Becton Dickinson shares in Q1 2024, an estimated $96.6K.
  • Steward Partners Investment Solutions first reported a position in Becton Dickinson in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Becton Dickinson position peaked at $96.6K in Q4 2023.
  • 1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.