Trivium Point Advisory’s Becton Dickinson BDX Stock Holding History

Trivium Point Advisory’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
2025 Q1	–	Sell	-983	Closed	-$223K	–	337
2024 Q4	$223K	Buy	+983	New	+$227K	0.03%	320
2024 Q1	–	Sell	-1,028	Closed	-$251K	–	221
2023 Q4	$251K	Sell	1,028 -11,215	-92%	-$2.76M	0.06%	181
2023 Q3	$3.17M	Buy	12,243 +718	+6%	+$194K	0.87%	30
2023 Q2	$3.04M	Buy	11,525 +374	+3%	+$95K	0.82%	36
2023 Q1	$2.76M	Buy	11,151 +512	+5%	+$125K	0.75%	37
2022 Q4	$2.76M	Buy	10,639 +5,045	+90%	+$1.19M	0.8%	35
2022 Q3	$1.28M	Buy	5,594 +87	+2%	+$21.7K	0.4%	83
2022 Q2	$1.36M	Buy	5,507 +107	+2%	+$27.2K	0.41%	85
2022 Q1	$1.43M	Buy	+5,400	New	+$1.39M	0.32%	105
2020 Q1	–	Sell	-4,709	Closed	-$1.25M	–	145
2019 Q4	$1.25M	Sell	4,709 -6	-0.1%	-$1.5K	0.49%	96
2019 Q3	$1.14M	Buy	4,715 +333	+8%	+$82.2K	0.52%	94
2019 Q2	$1.08M	Buy	4,382 +666	+18%	+$155K	0.48%	93
2019 Q1	$905K	Buy	+3,716	New	+$878K	0.42%	102

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Trivium Point Advisory's BDX Position: Q1 2025 in Review

Trivium Point Advisory sold out of Becton Dickinson (BDX) in Q1 2025, closing a stake of 983 shares — an estimated $223K sold.

Trivium Point Advisory first reported a position in BDX in Q1 2019 and held it in 13 quarters. The position peaked at $3.17M in Q3 2023. 1,609 funds tracked by Wall St. Rank hold BDX as of Q1 2025.

Trivium Point Advisory reported no remaining Becton Dickinson position as of Q1 2025 after selling out during the quarter.
Trivium Point Advisory sold 983 Becton Dickinson shares in Q1 2025, an estimated $223K.
Trivium Point Advisory first reported a position in Becton Dickinson in Q1 2019 and held it in 13 quarters.
Trivium Point Advisory's Becton Dickinson position peaked at $3.17M in Q3 2023.
1,609 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2025.

Based on Trivium Point Advisory's 13F filing for Q1 2025, filed 13 May 2025.