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USCA RIA’s Becton Dickinson BDX Stock Holding History

USCA RIA’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 		$428K Buy
1,805
+164
+10% +$39.3K 0.03% 425
2021
Q1 		$389K Buy
1,641
+122
+8% +$29.8K 0.03% 415
2020
Q4 		$371K Sell
1,519
-103
-6% -$24K 0.03% 380
2020
Q3 		$368K Sell
1,622
-1,025
-39% -$252K 0.03% 342
2020
Q2 		$618K Sell
2,647
-1,383
-34% -$333K 0.05% 262
2020
Q1 		$903K Buy
4,030
+1,271
+46% +$314K 0.1% 201
2019
Q4 		$732K Buy
2,759
+10
+0.4% +$2.49K 0.07% 282
2019
Q3 		$678K Buy
2,749
+8
+0.3% +$1.98K 0.07% 273
2019
Q2 		$674K Sell
2,741
-15
-0.5% -$3.48K 0.07% 267
2019
Q1 		$672K Sell
2,756
-27
-1% -$6.38K 0.07% 244
2018
Q4 		$612K Sell
2,783
-229
-8% -$53.2K 0.08% 240
2018
Q3 		$767K Hold
3,012
– – 0.08% 254
2018
Q2 		$704K Hold
3,012
– – 0.08% 256
2018
Q1 		$637K Sell
3,012
-5
-0.2% -$1.09K 0.07% 265
2017
Q4 		$630K Buy
3,017
+55
+2% +$11.5K 0.07% 273
2017
Q3 		$564K Hold
2,962
– – 0.07% 268
2017
Q2 		$564K Hold
2,962
– – 0.07% 269
2017
Q1 		$530K Sell
2,962
-221
-7% -$38.5K 0.08% 262
2016
Q4 		$514K Hold
3,183
– – 0.08% 247
2016
Q3 		$558K Buy
+3,183
New +$544K 0.09% 228

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

USCA RIA's BDX Position: Q2 2021 in Review

USCA RIA increased its Becton Dickinson (BDX) stake by 10% in Q2 2021, buying an estimated $39.3K and bringing the position to 1,805 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #425.

USCA RIA first reported a position in BDX in Q3 2016 and has held it in 20 quarters since. The position peaked at $903K in Q1 2020. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • USCA RIA held 1,805 shares of Becton Dickinson worth $428K as of Q2 2021.
  • USCA RIA bought 164 Becton Dickinson shares in Q2 2021, an estimated $39.3K.
  • Becton Dickinson made up 0.03% of USCA RIA's portfolio in Q2 2021, its #425 holding.
  • USCA RIA first reported a position in Becton Dickinson in Q3 2016 and has held it in 20 quarters since.
  • USCA RIA's Becton Dickinson position peaked at $903K in Q1 2020.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.