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Stokes Capital Advisors’s Becton Dickinson BDX Stock Holding History

Stokes 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
2021
Q1 		– Sell
-10,465
Closed -$2.56M – 68
2020
Q4 		$2.56M Sell
10,465
-2,025
-16% -$472K 1.11% 42
2020
Q3 		$2.83M Sell
12,490
-828
-6% -$203K 1.36% 38
2020
Q2 		$3.11M Sell
13,318
-46
-0.3% -$11.1K 1.65% 31
2020
Q1 		$3M Buy
13,364
+262
+2% +$64.7K 1.8% 20
2019
Q4 		$3.48M Buy
13,102
+65
+0.5% +$16.2K 1.75% 23
2019
Q3 		$3.22M Buy
13,037
+415
+3% +$102K 1.74% 24
2019
Q2 		$3.1M Buy
12,622
+513
+4% +$119K 1.76% 25
2019
Q1 		$2.95M Buy
12,109
+528
+5% +$125K 1.78% 19
2018
Q4 		$2.55M Buy
11,581
+758
+7% +$176K 1.76% 17
2018
Q3 		$2.76M Buy
10,823
+21
+0.2% +$5.17K 1.69% 15
2018
Q2 		$2.52M Buy
10,802
+431
+4% +$95.9K 1.65% 14
2018
Q1 		$2.19M Hold
10,371
– – 1.44% 22
2017
Q4 		$2.17M Buy
+10,371
New +$2.17M 1.46% 27

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

Stokes Capital Advisors's BDX Position: Q1 2021 in Review

Stokes Capital Advisors sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 10,465 shares — an estimated $2.56M sold.

Stokes Capital Advisors first reported a position in BDX in Q4 2017 and held it in 13 quarters. The position peaked at $3.48M in Q4 2019. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Stokes Capital Advisors reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Stokes Capital Advisors sold 10,465 Becton Dickinson shares in Q1 2021, an estimated $2.56M.
  • Stokes Capital Advisors first reported a position in Becton Dickinson in Q4 2017 and held it in 13 quarters.
  • Stokes Capital Advisors's Becton Dickinson position peaked at $3.48M in Q4 2019.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Stokes Capital Advisors's 13F filing for Q1 2021, filed 19 Apr 2021.