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Summit Financial Group’s Becton Dickinson BDX Stock Holding History

Summit Financial Group’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 		$250K Sell
1,012
-5
-0.5% -$1.2K 0.09% 173
2023
Q4 		$248K Buy
1,017
+5
+0.5% +$1.23K 0.09% 170
2023
Q3 		$262K Hold
1,012
– – 0.11% 159
2023
Q2 		$267K Sell
1,012
-115
-10% -$29.2K 0.1% 161
2023
Q1 		$279K Hold
1,127
– – 0.11% 159
2022
Q4 		$287K Hold
1,127
– – 0.11% 159
2022
Q3 		$251K Hold
1,127
– – 0.1% 165
2022
Q2 		$278K Sell
1,127
-28
-2% -$7.11K 0.11% 164
2022
Q1 		$300K Hold
1,155
– – 0.1% 167
2021
Q4 		$284K Sell
1,155
-209
-15% -$50.1K 0.09% 185
2021
Q3 		$327K Sell
1,364
-63
-4% -$15.5K 0.12% 160
2021
Q2 		$339K Buy
1,427
+479
+51% +$115K 0.13% 152
2021
Q1 		$225K Sell
948
-16
-2% -$3.91K 0.09% 178
2020
Q4 		$235K Sell
964
-88
-8% -$20.5K 0.1% 156
2020
Q3 		$239K Hold
1,052
– – 0.12% 135
2020
Q2 		$245K Sell
1,052
-2
-0.2% -$482 0.13% 133
2020
Q1 		$236K Hold
1,054
– – 0.14% 121
2019
Q4 		$280K Hold
1,054
– – 0.13% 131
2019
Q3 		$260K Buy
1,054
+207
+24% +$51.1K 0.13% 133
2019
Q2 		$208K Buy
+847
New +$197K 0.09% 157

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
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

Summit Financial Group's BDX Position: Q1 2024 in Review

Summit Financial Group reduced its Becton Dickinson (BDX) stake by 0.49% in Q1 2024, selling an estimated $1.2K and leaving 1,012 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #173.

Summit Financial Group first reported a position in BDX in Q2 2019 and has held it in 20 quarters since. The position peaked at $339K in Q2 2021. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Summit Financial Group held 1,012 shares of Becton Dickinson worth $250K as of Q1 2024.
  • Summit Financial Group sold 5 Becton Dickinson shares in Q1 2024, an estimated $1.2K.
  • Becton Dickinson made up 0.09% of Summit Financial Group's portfolio in Q1 2024, its #173 holding.
  • Summit Financial Group first reported a position in Becton Dickinson in Q2 2019 and has held it in 20 quarters since.
  • Summit Financial Group's Becton Dickinson position peaked at $339K in Q2 2021.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.