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SVA Wealth Management’s Becton Dickinson BDX Stock Holding History

SVA Wealth Management’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
2020
Q4 		$398K Buy
1,630
+692
+74% +$161K 0.03% 180
2020
Q3 		$213K Buy
+938
New +$230K 0.02% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SVA Wealth Management's BDX Position: Q4 2020 in Review

SVA Wealth Management increased its Becton Dickinson (BDX) stake by 74% in Q4 2020, buying an estimated $161K and bringing the position to 1,630 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #180.

SVA Wealth Management first reported a position in BDX in Q3 2020 and has held it in 2 quarters since. 1,537 funds tracked by Wall St. Rank hold BDX as of Q4 2020.

  • SVA Wealth Management held 1,630 shares of Becton Dickinson worth $398K as of Q4 2020.
  • SVA Wealth Management bought 692 Becton Dickinson shares in Q4 2020, an estimated $161K.
  • Becton Dickinson made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #180 holding.
  • SVA Wealth Management first reported a position in Becton Dickinson in Q3 2020 and has held it in 2 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.