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Willner & Heller’s Becton Dickinson BDX Stock Holding History

Willner & Heller’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
2024
Q4 		– Sell
-1,214
Closed -$293K – 155
2024
Q3 		$293K Buy
1,214
+5
+0.4% +$1.17K 0.26% 118
2024
Q2 		$283K Buy
1,209
+9
+0.8% +$2.12K 0.27% 118
2024
Q1 		$297K Buy
1,200
+5
+0.4% +$1.2K 0.3% 114
2023
Q4 		$291K Buy
+1,195
New +$295K 0.33% 107
2022
Q4 		$285K Buy
1,120
+20
+2% +$4.72K 0.4% 94
2022
Q3 		$245K Buy
1,100
+4
+0.4% +$995 0.4% 95
2022
Q2 		$270K Sell
1,096
-19
-2% -$4.82K 0.42% 91
2022
Q1 		$274K Buy
1,115
+3
+0.3% +$772 0.34% 107
2021
Q4 		$267K Buy
+1,112
New +$266K 0.36% 102

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Willner & Heller's BDX Position: Q4 2024 in Review

Willner & Heller sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 1,214 shares — an estimated $293K sold.

Willner & Heller first reported a position in BDX in Q4 2021 and held it in 9 quarters. The position peaked at $297K in Q1 2024. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Willner & Heller reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Willner & Heller sold 1,214 Becton Dickinson shares in Q4 2024, an estimated $293K.
  • Willner & Heller first reported a position in Becton Dickinson in Q4 2021 and held it in 9 quarters.
  • Willner & Heller's Becton Dickinson position peaked at $297K in Q1 2024.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Willner & Heller's 13F filing for Q4 2024, filed 16 Jan 2025.