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tru Independence’s Becton Dickinson BDX Stock Holding History

tru Independence’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
Q2 		– Sell
-3,175
Closed -$753K – 284
2021
Q1 		$753K Sell
3,175
-236
-7% -$57.7K 0.14% 144
2020
Q4 		$832 Buy
3,411
+116
+4% +$27K ﹤0.01% 352
2020
Q3 		$748K Sell
3,295
-34
-1% -$8.36K 0.21% 94
2020
Q2 		$777 Buy
3,329
+31
+0.9% +$7.47K 0.11% 136
2020
Q1 		$739 Hold
3,298
– – 0.12% 112
2019
Q4 		$739K Buy
+3,298
New +$822K 0.11% 128

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

tru Independence's BDX Position: Q2 2021 in Review

tru Independence sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 3,175 shares — an estimated $753K sold.

tru Independence first reported a position in BDX in Q4 2019 and held it in 6 quarters. The position peaked at $753K in Q1 2021. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • tru Independence reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 3,175 Becton Dickinson shares in Q2 2021, an estimated $753K.
  • tru Independence first reported a position in Becton Dickinson in Q4 2019 and held it in 6 quarters.
  • tru Independence's Becton Dickinson position peaked at $753K in Q1 2021.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.