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Waverton Investment Management’s Becton Dickinson BDX Stock Holding History

Waverton Investment Management’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
Q3 		– Sell
-360,891
Closed -$84.2M – 54
2020
Q2 		$84.2M Sell
360,891
-131,395
-27% -$31.7M 4.57% 9
2020
Q1 		$110M Buy
492,286
+4,234
+0.9% +$1.05M 7.15% 3
2019
Q4 		$129M Sell
488,052
-27,227
-5% -$6.79M 6.69% 3
2019
Q3 		$127M Sell
515,279
-14,186
-3% -$3.5M 6.5% 3
2019
Q2 		$130M Buy
529,465
+33,150
+7% +$7.7M 6.56% 3
2019
Q1 		$121M Buy
496,315
+3,543
+0.7% +$838K 6.31% 3
2018
Q4 		$108M Buy
492,772
+3,772
+0.8% +$876K 6.57% 3
2018
Q3 		$125M Buy
489,000
+20,715
+4% +$5.1M 6.12% 4
2018
Q2 		$109M Buy
468,285
+6,510
+1% +$1.45M 6.39% 4
2018
Q1 		$97.6M Buy
461,775
+18,577
+4% +$4.07M 5.72% 5
2017
Q4 		$92.6M Buy
443,198
+36,671
+9% +$7.68M 5.41% 6
2017
Q3 		$77.7M Buy
406,527
+46,942
+13% +$9.1M 4.83% 9
2017
Q2 		$68.4M Buy
+359,585
New +$65.7M 4.46% 8

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Waverton Investment Management's BDX Position: Q3 2020 in Review

Waverton Investment Management sold out of Becton Dickinson (BDX) in Q3 2020, closing a stake of 360,891 shares — an estimated $84.2M sold.

Waverton Investment Management first reported a position in BDX in Q2 2017 and held it in 13 quarters. The position peaked at $130M in Q2 2019. 1,436 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Waverton Investment Management reported no remaining Becton Dickinson position as of Q3 2020 after selling out during the quarter.
  • Waverton Investment Management sold 360,891 Becton Dickinson shares in Q3 2020, an estimated $84.2M.
  • Waverton Investment Management first reported a position in Becton Dickinson in Q2 2017 and held it in 13 quarters.
  • Waverton Investment Management's Becton Dickinson position peaked at $130M in Q2 2019.
  • 1,436 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Waverton Investment Management's 13F filing for Q3 2020, filed 28 Oct 2020.