Willow Creek Wealth Management’s Becton Dickinson BDX Stock Holding History

Willow Creek Wealth 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
2023 Q3	–	Sell	-764	Closed	-$202K	–	134
2023 Q2	$202K	Buy	+764	New	+$194K	0.03%	141
2022 Q2	–	Sell	-780	Closed	-$202K	–	125
2022 Q1	$202K	Buy	+780	New	+$201K	0.04%	116
2020 Q1	–	Sell	-813	Closed	-$216K	–	68
2019 Q4	$216K	Hold	813	–	–	0.1%	78
2019 Q3	$201K	Buy	+813	New	+$201K	0.09%	84
2018 Q4	–	Sell	-813	Closed	-$207K	–	68
2018 Q3	$207K	Buy	+813	New	+$200K	0.12%	68

Other funds holding BDX

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Willow Creek Wealth Management's BDX Position: Q3 2023 in Review

Willow Creek Wealth Management sold out of Becton Dickinson (BDX) in Q3 2023, closing a stake of 764 shares — an estimated $202K sold.

Willow Creek Wealth Management first reported a position in BDX in Q3 2018 and held it in 5 quarters. The position peaked at $216K in Q4 2019. 1,552 funds tracked by Wall St. Rank hold BDX as of Q3 2023.

Willow Creek Wealth Management reported no remaining Becton Dickinson position as of Q3 2023 after selling out during the quarter.
Willow Creek Wealth Management sold 764 Becton Dickinson shares in Q3 2023, an estimated $202K.
Willow Creek Wealth Management first reported a position in Becton Dickinson in Q3 2018 and held it in 5 quarters.
Willow Creek Wealth Management's Becton Dickinson position peaked at $216K in Q4 2019.
1,552 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2023.

Based on Willow Creek Wealth Management's 13F filing for Q3 2023, filed 20 Nov 2023.