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Symons Capital Management’s Becton Dickinson BDX Stock Holding History

Symons Capital 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
2021
Q3 		$3M Sell
12,514
-924
-7% -$227K 1.93% 26
2021
Q2 		$3.19M Sell
13,438
-616
-4% -$148K 1.82% 29
2021
Q1 		$3.33M Sell
14,054
-1,846
-12% -$451K 1.75% 31
2020
Q4 		$3.88M Buy
+15,900
New +$3.71M 2.14% 16

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Symons Capital Management's BDX Position: Q3 2021 in Review

Symons Capital Management reduced its Becton Dickinson (BDX) stake by 6.9% in Q3 2021, selling an estimated $227K and leaving 12,514 shares worth $3M. The position accounts for 1.93% of the portfolio, ranked #26.

Symons Capital Management first reported a position in BDX in Q4 2020 and has held it in 4 quarters since. The position peaked at $3.88M in Q4 2020. 1,472 funds tracked by Wall St. Rank hold BDX as of Q3 2021.

  • Symons Capital Management held 12,514 shares of Becton Dickinson worth $3M as of Q3 2021.
  • Symons Capital Management sold 924 Becton Dickinson shares in Q3 2021, an estimated $227K.
  • Becton Dickinson made up 1.93% of Symons Capital Management's portfolio in Q3 2021, its #26 holding.
  • Symons Capital Management first reported a position in Becton Dickinson in Q4 2020 and has held it in 4 quarters since.
  • Symons Capital Management's Becton Dickinson position peaked at $3.88M in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2021.

Based on Symons Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.