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Wunderlich Capital Managemnt’s Becton Dickinson BDX Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		– Sell
-6,094
Closed -$1.51M – 105
2024
Q1 		$1.51M Sell
6,094
-287
-4% -$68.7K 0.68% 56
2023
Q4 		$1.56M Buy
6,381
+5,040
+376% +$1.24M 0.7% 56
2023
Q3 		$347K Buy
1,341
+99
+8% +$26.7K 0.17% 72
2023
Q2 		$328K Buy
1,242
+131
+12% +$33.3K 0.16% 75
2023
Q1 		$275K Buy
+1,111
New +$272K 0.14% 78
2021
Q1 		– Sell
-6,428
Closed -$1.57M – 80
2020
Q4 		$1.57M Sell
6,428
-1
-0% -$233 0.87% 60
2020
Q3 		$1.46M Buy
6,429
+238
+4% +$58.5K 0.9% 54
2020
Q2 		$1.45M Buy
6,191
+69
+1% +$16.6K 1.01% 50
2020
Q1 		$1.37M Sell
6,122
-189
-3% -$46.7K 1.13% 41
2019
Q4 		$1.68M Sell
6,311
-3
-0% -$748 1.06% 55
2019
Q3 		$1.56M Buy
6,314
+36
+0.6% +$8.89K 1.07% 49
2019
Q2 		$1.54M Buy
6,278
+3,544
+130% +$823K 1.02% 51
2019
Q1 		$666K Buy
2,734
+220
+9% +$52K 0.46% 74
2018
Q4 		$553K Buy
+2,514
New +$584K 0.43% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wunderlich Capital Managemnt's BDX Position: Q2 2024 in Review

Wunderlich Capital Managemnt sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 6,094 shares — an estimated $1.51M sold.

Wunderlich Capital Managemnt first reported a position in BDX in Q4 2018 and held it in 14 quarters. The position peaked at $1.68M in Q4 2019. 1,585 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • Wunderlich Capital Managemnt reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 6,094 Becton Dickinson shares in Q2 2024, an estimated $1.51M.
  • Wunderlich Capital Managemnt first reported a position in Becton Dickinson in Q4 2018 and held it in 14 quarters.
  • Wunderlich Capital Managemnt's Becton Dickinson position peaked at $1.68M in Q4 2019.
  • 1,585 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.