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Windsor Wealth Management’s Becton Dickinson BDX Stock Holding History

Windsor 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
2022
Q2 		– Sell
-1,657
Closed -$445K – 161
2022
Q1 		$445K Sell
1,657
-304
-16% -$78.3K 0.08% 160
2021
Q4 		$482K Sell
1,961
-158
-7% -$37.9K 0.09% 157
2021
Q3 		$506K Sell
2,119
-73
-3% -$17.9K 0.11% 153
2021
Q2 		$520K Sell
2,192
-510
-19% -$122K 0.11% 149
2021
Q1 		$641K Buy
2,702
+473
+21% +$116K 0.15% 121
2020
Q4 		$544K Sell
2,229
-227
-9% -$52.9K 0.14% 130
2020
Q3 		$580K Sell
2,456
-26
-1% -$6.39K 0.17% 115
2020
Q2 		$579K Buy
2,482
+3
+0.1% +$723 0.18% 111
2020
Q1 		$556K Sell
2,479
-31
-1% -$7.66K 0.22% 104
2019
Q4 		$666K Buy
2,510
+168
+7% +$41.9K 0.25% 96
2019
Q3 		$566K Sell
2,342
-132
-5% -$32.6K 0.25% 104
2019
Q2 		$614K Buy
2,474
+231
+10% +$53.7K 0.27% 99
2019
Q1 		$546K Sell
2,243
-100
-4% -$23.6K 0.31% 89
2018
Q4 		$515K Buy
2,343
+417
+22% +$96.8K 0.35% 87
2018
Q3 		$490K Buy
1,926
+103
+6% +$25.4K 0.32% 88
2018
Q2 		$426K Buy
1,823
+68
+4% +$15.1K 0.33% 82
2018
Q1 		$371K Buy
1,755
+17
+1% +$3.72K 0.31% 90
2017
Q4 		$363K Buy
+1,738
New +$364K 0.31% 81

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Windsor Wealth Management's BDX Position: Q2 2022 in Review

Windsor Wealth Management sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 1,657 shares — an estimated $445K sold.

Windsor Wealth Management first reported a position in BDX in Q4 2017 and held it in 18 quarters. The position peaked at $666K in Q4 2019. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Windsor Wealth Management reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 1,657 Becton Dickinson shares in Q2 2022, an estimated $445K.
  • Windsor Wealth Management first reported a position in Becton Dickinson in Q4 2017 and held it in 18 quarters.
  • Windsor Wealth Management's Becton Dickinson position peaked at $666K in Q4 2019.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.