Clear Harbor Asset Management, LLC BDX BECTON DICKINSON & CO

Ownership history in Clear Harbor Asset Management, LLC  ·  7 quarters on record

AI Ownership Summary

Clear Harbor Asset Management, LLC reported BECTON DICKINSON & CO (BDX) in 7 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows BDX at 0.29% of the fund.

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 Clear Harbor Asset Management, LLC'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
2025 Q4

BDX was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Clear Harbor Asset Management, LLC held BDX — position size vs. price
% of Fund (quarterly)    BDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,709 +17,105 +371.5% 0.29% $4.2M 2026-02-14 (Est.) $174.77
2025 Q3 ADDED 4,604 +3,104 +206.9% 0.05% $862K 2025-10-23 $144.92
2025 Q2 ADDED 1,500 +21 +1.4% 0.02% $258K 2025-07-14 $136.85
2025 Q1 ADDED 1,479 +245 +19.9% 0.03% $339K 2025-05-15 $132.32
2024 Q4 ADDED 1,234 +1,134 +1134.0% 0.02% $280K 2025-01-17 $181.51
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clear Harbor Asset Management, LLC and BDX

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

How long has Clear Harbor Asset Management, LLC reported owning BDX?

Clear Harbor Asset Management, LLC reported BDX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BDX position in Clear Harbor Asset Management, LLC's portfolio?

The largest reported portfolio weight for BDX was 0.29% in 2025 Q4.

What is the latest reported BDX position on this page?

The most recent filing on this page is 2025 Q4, when Clear Harbor Asset Management, LLC reported 21,709 shares, equal to 0.29% of portfolio, with an estimated market value of $4.2M.

What does the chart on this BDX ownership page compare?

The chart compares Clear Harbor Asset Management, LLC'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.

How well did Clear Harbor Asset Management, LLC time their BDX position?

Based on 13F filing dates vs. subsequent BDX price moves, Clear Harbor Asset Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BDX relative to SPY over the holding period was -15.5%.

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