BDX β€” BECTON DICKINSON & CO

Ownership history in BREWIN DOLPHIN WEALTH MANAGEMENT LTD  Β·  2 quarters on record

AI Ownership Summary

BREWIN DOLPHIN WEALTH MANAGEMENT LTD reported BECTON DICKINSON & CO (BDX) in 2 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BREWIN DOLPHIN WEALTH MANAGEMENT LTD's position in BECTON DICKINSON & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BREWIN DOLPHIN WEALTH MANAGEMENT LTD held BDX β€” position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BREWIN DOLPHIN WEALTH MANAGEMENT LTD and BDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BREWIN DOLPHIN WEALTH MANAGEMENT LTD reported owning BDX?

BREWIN DOLPHIN WEALTH MANAGEMENT LTD reported BDX across 0 quarterly 13F filings.

What was the largest reported BDX position in BREWIN DOLPHIN WEALTH MANAGEMENT LTD's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BDX in BREWIN DOLPHIN WEALTH MANAGEMENT LTD.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2023 Q3, when BREWIN DOLPHIN WEALTH MANAGEMENT LTD reported 23,650 shares, equal to 3.22% of portfolio, with an estimated market value of $4.6M.

What does the chart on this BDX ownership page compare?

The chart compares BREWIN DOLPHIN WEALTH MANAGEMENT LTD's quarterly BDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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