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Thomas J. Herzfeld Advisors’s Becton Dickinson BDX Stock Holding History

Thomas J. Herzfeld Advisors’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
Q2 		– Sell
-28
Closed -$6K – 299
2020
Q1 		$6K Hold
28
– – ﹤0.01% 200
2019
Q4 		$7K Hold
28
– – ﹤0.01% 216
2019
Q3 		$7K Hold
28
– – ﹤0.01% 230
2019
Q2 		$7K Buy
28
+3
+12% +$697 ﹤0.01% 239
2019
Q1 		$6K Hold
25
– – ﹤0.01% 275
2018
Q4 		$5K Buy
+25
New +$5.8K ﹤0.01% 271

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

Thomas J. Herzfeld Advisors's BDX Position: Q2 2020 in Review

Thomas J. Herzfeld Advisors sold out of Becton Dickinson (BDX) in Q2 2020, closing a stake of 28 shares — an estimated $6K sold.

Thomas J. Herzfeld Advisors first reported a position in BDX in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 1,428 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

  • Thomas J. Herzfeld Advisors reported no remaining Becton Dickinson position as of Q2 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 28 Becton Dickinson shares in Q2 2020, an estimated $6K.
  • Thomas J. Herzfeld Advisors first reported a position in Becton Dickinson in Q4 2018 and held it in 6 quarters.
  • Thomas J. Herzfeld Advisors's Becton Dickinson position peaked at $7K in Q4 2019.
  • 1,428 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.