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YorkBridge Wealth Partners’s Becton Dickinson BDX Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.26M Buy
4,962
+640
+15% +$151K 0.32% 75
2022
Q3 		$963K Buy
4,322
+399
+10% +$99.3K 0.25% 84
2022
Q2 		$967K Buy
3,923
+167
+4% +$42.4K 0.25% 81
2022
Q1 		$975K Buy
3,756
+95
+3% +$24.5K 0.21% 84
2021
Q4 		$898K Buy
3,661
+891
+32% +$213K 0.2% 89
2021
Q3 		$664K Buy
2,770
+163
+6% +$40K 0.17% 109
2021
Q2 		$618K Buy
2,607
+122
+5% +$29.2K 0.16% 108
2021
Q1 		$589K Buy
2,485
+770
+45% +$188K 0.17% 104
2020
Q4 		$419K Buy
1,715
+122
+8% +$28.4K 0.14% 119
2020
Q3 		$362K Buy
1,593
+89
+6% +$21.9K 0.15% 116
2020
Q2 		$351K Buy
1,504
+230
+18% +$55.4K 0.16% 113
2020
Q1 		$286K Buy
+1,274
New +$315K 0.18% 122
2019
Q3 		– Sell
-231
Closed -$57K – 216
2019
Q2 		$57K Hold
231
– – 0.03% 354
2019
Q1 		$56K Hold
231
– – 0.03% 349
2018
Q4 		$51K Hold
231
– – 0.03% 330
2018
Q3 		$59K Hold
231
– – 0.03% 343
2018
Q2 		$54K Hold
231
– – 0.02% 357
2018
Q1 		$50K Hold
231
– – 0.02% 367
2017
Q4 		$51K Sell
231
-96
-29% -$20.1K 0.02% 371
2017
Q3 		$63K Buy
327
+10
+3% +$1.94K 0.03% 347
2017
Q2 		$60K Buy
317
+14
+5% +$2.56K 0.03% 347
2017
Q1 		$55K Buy
303
+91
+43% +$15.9K 0.03% 361
2016
Q4 		$35K Buy
+212
New +$35.2K 0.02% 399

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
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's BDX Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Becton Dickinson (BDX) stake by 15% in Q4 2022, buying an estimated $151K and bringing the position to 4,962 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #75.

YorkBridge Wealth Partners first reported a position in BDX in Q4 2016 and has held it in 23 quarters since. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • YorkBridge Wealth Partners held 4,962 shares of Becton Dickinson worth $1.26M as of Q4 2022.
  • YorkBridge Wealth Partners bought 640 Becton Dickinson shares in Q4 2022, an estimated $151K.
  • Becton Dickinson made up 0.32% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #75 holding.
  • YorkBridge Wealth Partners first reported a position in Becton Dickinson in Q4 2016 and has held it in 23 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.