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Surevest’s Becton Dickinson BDX Stock Holding History

Surevest’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
2022
Q3 		$4K Hold
19
– – ﹤0.01% 332
2022
Q2 		$5K Hold
19
– – ﹤0.01% 332
2022
Q1 		$5K Hold
19
– – ﹤0.01% 309
2021
Q4 		$5K Buy
+19
New +$4.55K ﹤0.01% 319

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's BDX Position: Q3 2022 in Review

Surevest held its Becton Dickinson (BDX) position steady in Q3 2022 at 19 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Surevest first reported a position in BDX in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Surevest held 19 shares of Becton Dickinson worth $4K as of Q3 2022.
  • Surevest left its Becton Dickinson share count unchanged in Q3 2022.
  • Becton Dickinson made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #332 holding.
  • Surevest first reported a position in Becton Dickinson in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Becton Dickinson position peaked at $5K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.