Wheatland Advisors’s Becton Dickinson BDX Stock Holding History

Wheatland Advisors’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 Q2	$203K	Buy	+871	New	+$210K	0.84%	43
2020 Q1	–	Sell	-4,869	Closed	-$1.29M	–	43
2019 Q4	$1.29M	Sell	4,869 -1,302	-21%	-$325K	1.65%	15
2019 Q3	$1.52M	Hold	6,171	–	–	1.38%	23
2019 Q2	$1.52M	Hold	6,171	–	–	1.14%	27
2019 Q1	$1.5M	Sell	6,171 -512	-8%	-$121K	1.15%	29
2018 Q4	$1.47M	Hold	6,683	–	–	1.28%	28
2018 Q3	$1.7M	Sell	6,683 -133	-2%	-$32.8K	1.28%	26
2018 Q2	$1.59M	Hold	6,816	–	–	1.29%	24
2018 Q1	$1.44M	Sell	6,816 -52	-0.8%	-$11.4K	1.19%	29
2017 Q4	$1.43M	Sell	6,868 -102	-1%	-$21.4K	1.16%	28
2017 Q3	$1.33M	Hold	6,970	–	–	1.14%	31
2017 Q2	$1.33M	Sell	6,970 -410	-6%	-$74.9K	1.2%	29
2017 Q1	$1.32M	Sell	7,380 -1,230	-14%	-$214K	1.18%	29
2016 Q4	$1.39M	Hold	8,610	–	–	1.23%	29
2016 Q3	$1.51M	Hold	8,610	–	–	1.42%	25
2016 Q2	$1.43M	Hold	8,610	–	–	1.37%	27
2016 Q1	$1.27M	Hold	8,610	–	–	1.3%	28
2015 Q4	$1.29M	Hold	8,610	–	–	1.32%	29
2015 Q3	$1.11M	Hold	8,610	–	–	1.21%	33
2015 Q2	$1.19M	Hold	8,610	–	–	1.14%	33
2015 Q1	$1.21M	Hold	8,610	–	–	1.2%	32
2014 Q4	$1.17M	Sell	8,610 -103	-1%	-$13.2K	1.14%	34
2014 Q3	$967K	Hold	8,713	–	–	0.97%	43
2014 Q2	$1.01M	Hold	8,713	–	–	0.91%	48
2014 Q1	$995K	Hold	8,713	–	–	1.02%	40
2013 Q4	$939K	Buy	+8,713	New	+$903K	0.98%	43

Other funds holding BDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wheatland Advisors's BDX Position: Q2 2020 in Review

Wheatland Advisors opened a new position in Becton Dickinson (BDX) in Q2 2020: 871 shares worth $203K. The stake represents 0.84% of the portfolio and ranks #43 among its holdings. This is a return to the name: Wheatland Advisors previously reported a position in BDX as recently as Q4 2019.

Wheatland Advisors first reported a position in BDX in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.7M in Q3 2018. 1,428 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

Wheatland Advisors held 871 shares of Becton Dickinson worth $203K as of Q2 2020.
Becton Dickinson was a new Wheatland Advisors position in Q2 2020.
Becton Dickinson made up 0.84% of Wheatland Advisors's portfolio in Q2 2020, its #43 holding.
Wheatland Advisors first reported a position in Becton Dickinson in Q4 2013 and has held it in 26 quarters since.
Wheatland Advisors's Becton Dickinson position peaked at $1.7M in Q3 2018.
1,428 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.