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Synergy Asset Management’s Becton Dickinson BDX Stock Holding History

Synergy Asset 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
2024
Q2 		– Sell
-4,097
Closed -$1.01M – 143
2024
Q1 		$1.01M Buy
+4,097
New +$981K 0.17% 76
2022
Q3 		– Sell
-18,332
Closed -$4.52M – 113
2022
Q2 		$4.52M Buy
+18,332
New +$4.65M 1.2% 24

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Synergy Asset Management's BDX Position: Q2 2024 in Review

Synergy Asset Management sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 4,097 shares — an estimated $1.01M sold.

Synergy Asset Management first reported a position in BDX in Q2 2022 and held it in 2 quarters. The position peaked at $4.52M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Synergy Asset Management reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Synergy Asset Management sold 4,097 Becton Dickinson shares in Q2 2024, an estimated $1.01M.
  • Synergy Asset Management first reported a position in Becton Dickinson in Q2 2022 and held it in 2 quarters.
  • Synergy Asset Management's Becton Dickinson position peaked at $4.52M in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Synergy Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.