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Whitegate Investment Counselors’s Becton Dickinson BDX Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-953
Closed -$229K – 73
2021
Q3 		$229K Hold
953
– – 0.03% 212
2021
Q2 		$226K Hold
953
– – 0.03% 209
2021
Q1 		$226K Hold
953
– – 0.03% 202
2020
Q4 		$233K Buy
+953
New +$222K 0.04% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitegate Investment Counselors's BDX Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 953 shares — an estimated $229K sold.

Whitegate Investment Counselors first reported a position in BDX in Q4 2020 and held it in 4 quarters. The position peaked at $233K in Q4 2020. 1,569 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 953 Becton Dickinson shares in Q4 2021, an estimated $229K.
  • Whitegate Investment Counselors first reported a position in Becton Dickinson in Q4 2020 and held it in 4 quarters.
  • Whitegate Investment Counselors's Becton Dickinson position peaked at $233K in Q4 2020.
  • 1,569 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.