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Strategic Financial Services’s Becton Dickinson BDX Stock Holding History

Strategic 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
2023
Q1 		– Sell
-1,050
Closed -$267K – 120
2022
Q4 		$267K Sell
1,050
-250
-19% -$59K 0.02% 111
2022
Q3 		$290K Hold
1,300
– – 0.03% 105
2022
Q2 		$320K Sell
1,300
-33
-2% -$8.38K 0.03% 106
2022
Q1 		$346K Hold
1,333
– – 0.03% 107
2021
Q4 		$327K Hold
1,333
– – 0.02% 111
2021
Q3 		$320K Sell
1,333
-6
-0.4% -$1.47K 0.03% 109
2021
Q2 		$318K Buy
1,339
+6
+0.5% +$1.44K 0.03% 114
2021
Q1 		$316K Hold
1,333
– – 0.03% 116
2020
Q4 		$325K Sell
1,333
-30
-2% -$7K 0.03% 115
2020
Q3 		$309K Hold
1,363
– – 0.03% 107
2020
Q2 		$318K Hold
1,363
– – 0.04% 108
2020
Q1 		$306K Hold
1,363
– – 0.04% 104
2019
Q4 		$362K Hold
1,363
– – 0.04% 111
2019
Q3 		$336K Hold
1,363
– – 0.04% 120
2019
Q2 		$335K Hold
1,363
– – 0.04% 117
2019
Q1 		$332K Hold
1,363
– – 0.05% 114
2018
Q4 		$300K Buy
+1,363
New +$316K 0.05% 118
2014
Q4 		– Sell
-25,640
Closed -$2.85M – 97
2014
Q3 		$2.85M Buy
25,640
+328
+1% +$37.4K 0.79% 62
2014
Q2 		$2.92M Buy
25,312
+251
+1% +$28.5K 0.81% 60
2014
Q1 		$2.86M Buy
25,061
+1,430
+6% +$157K 0.84% 52
2013
Q4 		$2.55M Sell
23,631
-513
-2% -$53.2K 0.81% 59
2013
Q3 		$2.36M Sell
24,144
-487
-2% -$47.7K 0.79% 59
2013
Q2 		$2.38M Buy
+24,631
New +$2.35M 0.84% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Financial Services's BDX Position: Q1 2023 in Review

Strategic Financial Services sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 1,050 shares — an estimated $267K sold.

Strategic Financial Services first reported a position in BDX in Q2 2013 and held it in 23 quarters. The position peaked at $2.92M in Q2 2014. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • Strategic Financial Services reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • Strategic Financial Services sold 1,050 Becton Dickinson shares in Q1 2023, an estimated $267K.
  • Strategic Financial Services first reported a position in Becton Dickinson in Q2 2013 and held it in 23 quarters.
  • Strategic Financial Services's Becton Dickinson position peaked at $2.92M in Q2 2014.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Strategic Financial Services's 13F filing for Q1 2023, filed 12 May 2023.