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Weatherly Asset Management’s Becton Dickinson BDX Stock Holding History

Weatherly Asset 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
2021
Q1 		– Sell
-841
Closed -$205K – 194
2020
Q4 		$205K Buy
+841
New +$196K 0.03% 186

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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

Weatherly Asset Management's BDX Position: Q1 2021 in Review

Weatherly Asset Management sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 841 shares — an estimated $205K sold.

Weatherly Asset Management first reported a position in BDX in Q4 2020 and held it in 1 quarter. The position peaked at $205K in Q4 2020. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

  • Weatherly Asset Management reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
  • Weatherly Asset Management sold 841 Becton Dickinson shares in Q1 2021, an estimated $205K.
  • Weatherly Asset Management first reported a position in Becton Dickinson in Q4 2020 and held it in 1 quarter.
  • Weatherly Asset Management's Becton Dickinson position peaked at $205K in Q4 2020.
  • 1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Weatherly Asset Management's 13F filing for Q1 2021, filed 5 May 2021.