TrueWealth LLC’s Becton Dickinson BDX Stock Holding History

TrueWealth LLC’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	$39K	Sell	169 -215	-56%	-$51.8K	0.02%	296
2020 Q1	$86K	Sell	384 -17	-4%	-$4.2K	0.04%	194
2019 Q4	$106K	Sell	401 -277	-41%	-$69.1K	0.04%	198
2019 Q3	$167K	Sell	678 -254	-27%	-$62.7K	0.07%	148
2019 Q2	$229K	Buy	932 +17	+2%	+$3.95K	0.1%	124
2019 Q1	$223K	Buy	915 +1	+0.1%	+$236	0.1%	123
2018 Q4	$201K	Buy	914 +176	+24%	+$40.9K	0.1%	122
2018 Q3	$188K	Buy	738 +102	+16%	+$25.1K	0.09%	142
2018 Q2	$149K	Hold	636	–	–	0.07%	156
2018 Q1	$134K	Sell	636 -3	-0.5%	-$657	0.07%	161
2017 Q4	$133K	Buy	+639	New	+$134K	0.06%	177

Other funds holding BDX

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

TrueWealth LLC's BDX Position: Q2 2020 in Review

TrueWealth LLC reduced its Becton Dickinson (BDX) stake by 56% in Q2 2020, selling an estimated $51.8K and leaving 169 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #296.

TrueWealth LLC first reported a position in BDX in Q4 2017 and has held it in 11 quarters since. The position peaked at $229K in Q2 2019. 1,429 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

TrueWealth LLC held 169 shares of Becton Dickinson worth $39K as of Q2 2020.
TrueWealth LLC sold 215 Becton Dickinson shares in Q2 2020, an estimated $51.8K.
Becton Dickinson made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #296 holding.
TrueWealth LLC first reported a position in Becton Dickinson in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Becton Dickinson position peaked at $229K in Q2 2019.
1,429 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.