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Wambolt & Associates’s Becton Dickinson BDX Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-1,359
Closed -$332K – 215
2020
Q4 		$332K Sell
1,359
-16
-1% -$3.73K 0.2% 156
2020
Q3 		$312K Hold
1,375
– – 0.23% 148
2020
Q2 		$321K Hold
1,375
– – 0.25% 138
2020
Q1 		$308K Sell
1,375
-123
-8% -$30.4K 0.32% 110
2019
Q4 		$397K Sell
1,498
-91
-6% -$22.7K 0.3% 110
2019
Q3 		$392K Hold
1,589
– – 0.32% 105
2019
Q2 		$391K Hold
1,589
– – 0.33% 105
2019
Q1 		$387K Buy
1,589
+465
+41% +$110K 0.35% 93
2018
Q4 		$247K Buy
+1,124
New +$261K 0.27% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wambolt & Associates's BDX Position: Q1 2021 in Review

Wambolt & Associates sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 1,359 shares — an estimated $332K sold.

Wambolt & Associates first reported a position in BDX in Q4 2018 and held it in 9 quarters. The position peaked at $397K in Q4 2019. 1,521 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Wambolt & Associates reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Wambolt & Associates sold 1,359 Becton Dickinson shares in Q1 2021, an estimated $332K.
  • Wambolt & Associates first reported a position in Becton Dickinson in Q4 2018 and held it in 9 quarters.
  • Wambolt & Associates's Becton Dickinson position peaked at $397K in Q4 2019.
  • 1,521 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Wambolt & Associates's 13F filing for Q1 2021, filed 19 Apr 2021.