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Wealth Enhancement & Preservation of GA’s Becton Dickinson BDX Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q4 		– Sell
-2,815
Closed -$600K – 54
2020
Q3 		$600K Buy
2,815
+792
+39% +$195K 0.62% 40
2020
Q2 		$425K Sell
2,023
-956
-32% -$230K 0.53% 41
2020
Q1 		$626K Sell
2,979
-3,342
-53% -$825K 0.59% 33
2019
Q4 		$1.69M Buy
+6,321
New +$1.58M 0.87% 22

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wealth Enhancement & Preservation of GA's BDX Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Becton Dickinson (BDX) in Q4 2020, closing a stake of 2,815 shares — an estimated $600K sold.

Wealth Enhancement & Preservation of GA first reported a position in BDX in Q4 2019 and held it in 4 quarters. The position peaked at $1.69M in Q4 2019. 1,537 funds tracked by Wall St. Rank hold BDX as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Becton Dickinson position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 2,815 Becton Dickinson shares in Q4 2020, an estimated $600K.
  • Wealth Enhancement & Preservation of GA first reported a position in Becton Dickinson in Q4 2019 and held it in 4 quarters.
  • Wealth Enhancement & Preservation of GA's Becton Dickinson position peaked at $1.69M in Q4 2019.
  • 1,537 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.