WCA
BDX icon

Windsor Creek Advisors’s Becton Dickinson BDX Stock Holding History

Windsor Creek 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
2021
Q2 		– Sell
-7,175
Closed -$1.7M – 174
2021
Q1 		$1.7M Sell
7,175
-17,144
-70% -$4.19M 0.45% 56
2020
Q4 		$5.94M Buy
24,319
+441
+2% +$103K 1.5% 12
2020
Q3 		$5.42M Buy
23,878
+15,388
+181% +$3.78M 1.54% 8
2020
Q2 		$1.98M Buy
8,490
+7,465
+728% +$1.8M 0.65% 33
2020
Q1 		$230K Buy
+1,025
New +$253K 0.08% 137

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Windsor Creek Advisors's BDX Position: Q2 2021 in Review

Windsor Creek Advisors sold out of Becton Dickinson (BDX) in Q2 2021, closing a stake of 7,175 shares — an estimated $1.7M sold.

Windsor Creek Advisors first reported a position in BDX in Q1 2020 and held it in 5 quarters. The position peaked at $5.94M in Q4 2020. 1,485 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

  • Windsor Creek Advisors reported no remaining Becton Dickinson position as of Q2 2021 after selling out during the quarter.
  • Windsor Creek Advisors sold 7,175 Becton Dickinson shares in Q2 2021, an estimated $1.7M.
  • Windsor Creek Advisors first reported a position in Becton Dickinson in Q1 2020 and held it in 5 quarters.
  • Windsor Creek Advisors's Becton Dickinson position peaked at $5.94M in Q4 2020.
  • 1,485 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on Windsor Creek Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.