Ownership history in FORA Capital, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in BECTON DICKINSON AND COMPANY CMN (BDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FORA Capital, LLC underperformed the S&P 500 by β31.6% annually on this BDX position. Timing score: 79% (11/14 decisions correct). Average cost basis: $183.36. Maximum drawdown during holding period: β32.4%.
β Significantly underperformed the S&P 500 by 31.6% ann.
14 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 14 add/trim decisions correct
Best entry: $164.44 (2022 Q3) Β· Worst: $188.68 (2019 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size