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Wellesley Investment Partners’s Becton Dickinson BDX Stock Holding History

Wellesley Investment Partners’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 		$283K Sell
1,249
-12
-1% -$2.95K 0.1% 83
2020
Q2 		$294K Sell
1,261
-15
-1% -$3.62K 0.1% 81
2020
Q1 		$286K Buy
1,276
+147
+13% +$36.3K 0.11% 82
2019
Q4 		$299K Buy
+1,129
New +$281K 0.09% 96

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

Wellesley Investment Partners's BDX Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Becton Dickinson (BDX) stake by 0.95% in Q3 2020, selling an estimated $2.95K and leaving 1,249 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #83.

Wellesley Investment Partners first reported a position in BDX in Q4 2019 and has held it in 4 quarters since. The position peaked at $299K in Q4 2019. 1,435 funds tracked by Wall St. Rank hold BDX as of Q3 2020.

  • Wellesley Investment Partners held 1,249 shares of Becton Dickinson worth $283K as of Q3 2020.
  • Wellesley Investment Partners sold 12 Becton Dickinson shares in Q3 2020, an estimated $2.95K.
  • Becton Dickinson made up 0.1% of Wellesley Investment Partners's portfolio in Q3 2020, its #83 holding.
  • Wellesley Investment Partners first reported a position in Becton Dickinson in Q4 2019 and has held it in 4 quarters since.
  • Wellesley Investment Partners's Becton Dickinson position peaked at $299K in Q4 2019.
  • 1,435 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.