BDX β€” BECTON DICKINSON & CO

Ownership history in WINTON GROUP Ltd  Β·  37 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in BECTON DICKINSON & CO (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.

πŸ” Peak position
0.6% (2014 Q2)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
37

Position Intelligence

WINTON GROUP Ltd Γ— BDX AI Analytics

πŸ“‰ WINTON GROUP Ltd underperformed the S&P 500 by –8.1% annually on this BDX position. Timing score: 50% (17/34 decisions correct). Average cost basis: $84.36. Maximum drawdown during holding period: –32.4%.

πŸ“ˆ Position Alpha vs SPY
-8.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.1% ann.
36 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
17 of 34 add/trim decisions correct

πŸ’° Entry Quality
$84.36
+72.4% vs current ($145.42)

Best entry: $75.57 (2014 Q2)  Β·  Worst: $186.80 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–32.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
47%
buy-side decisions

16 adds Β· 18 trims. Bought during 6 of 15 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ 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.

% of Fund (quarterly)    BDX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,200 β€” 0% 0.02% $599K $145.42
2025 Q2 REDUCED 3,200 -450 -12.3% 0.03% $551K $133.11
2025 Q1 ADDED 3,650 +450 +14.1% 0.05% $836K $175.94
2024 Q4 UNCHANGED 3,200 β€” 0% 0.05% $726K $173.47
2024 Q3 REDUCED 3,200 -250 -7.2% 0.05% $772K $183.48
2024 Q2 REDUCED 3,450 -15,444 -81.7% 0.05% $806K $177.13
2024 Q1 ADDED 18,894 +15,694 +490.4% 0.33% $4.7M $186.80
2023 Q4 UNCHANGED 3,200 β€” 0% 0.06% $780K $183.33
2023 Q3 REDUCED 3,200 -73 -2.2% 0.07% $827K $193.59
2023 Q2 REDUCED 3,273 -846 -20.5% 0.07% $864K $197.02
27 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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