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Zuckerman Investment Group’s Becton Dickinson BDX Stock Holding History

Zuckerman Investment Group’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
2020
Q2 		– Sell
-1,348
Closed -$302K – 80
2020
Q1 		$302K Hold
1,348
– – 0.09% 56
2019
Q4 		$358K Hold
1,348
– – 0.07% 53
2019
Q3 		$333K Hold
1,348
– – 0.08% 55
2019
Q2 		$331K Sell
1,348
-82
-6% -$19.1K 0.07% 54
2019
Q1 		$348K Hold
1,430
– – 0.08% 51
2018
Q4 		$314K Hold
1,430
– – 0.09% 48
2018
Q3 		$364K Hold
1,430
– – 0.08% 48
2018
Q2 		$334K Sell
1,430
-24,189
-94% -$5.38M 0.08% 48
2018
Q1 		$5.42M Sell
25,619
-23,972
-48% -$5.25M 1.38% 26
2017
Q4 		$10.4M Sell
49,591
-639
-1% -$134K 2.6% 17
2017
Q3 		$9.6M Sell
50,230
-2,060
-4% -$399K 2.36% 18
2017
Q2 		$9.95M Sell
52,290
-656
-1% -$120K 2.66% 16
2017
Q1 		$9.48M Sell
52,946
-2,522
-5% -$440K 2.3% 19
2016
Q4 		$8.96M Sell
55,468
-6,785
-11% -$1.13M 2.19% 18
2016
Q3 		$10.9M Buy
62,253
+169
+0.3% +$28.9K 2.9% 16
2016
Q2 		$10.3M Sell
62,084
-820
-1% -$131K 2.75% 19
2016
Q1 		$9.32M Sell
62,904
-3,475
-5% -$493K 2.5% 18
2015
Q4 		$9.98M Sell
66,379
-3,700
-5% -$533K 2.36% 18
2015
Q3 		$9.07M Buy
+70,079
New +$9.79M 2.13% 21

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zuckerman Investment Group's BDX Position: Q2 2020 in Review

Zuckerman Investment Group sold out of Becton Dickinson (BDX) in Q2 2020, closing a stake of 1,348 shares — an estimated $302K sold.

Zuckerman Investment Group first reported a position in BDX in Q3 2015 and held it in 19 quarters. The position peaked at $10.9M in Q3 2016. 1,429 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

  • Zuckerman Investment Group reported no remaining Becton Dickinson position as of Q2 2020 after selling out during the quarter.
  • Zuckerman Investment Group sold 1,348 Becton Dickinson shares in Q2 2020, an estimated $302K.
  • Zuckerman Investment Group first reported a position in Becton Dickinson in Q3 2015 and held it in 19 quarters.
  • Zuckerman Investment Group's Becton Dickinson position peaked at $10.9M in Q3 2016.
  • 1,429 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Zuckerman Investment Group's 13F filing for Q2 2020, filed 14 Aug 2020.