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Becton, Dickinson and shares owned by UMA Financial Services

Quarter-by-quarter ownership of Becton, Dickinson and (BDX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Becton, Dickinson and

Tip: Access up to 7 years of quarterly data

All positions including Becton, Dickinson and held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Becton, Dickinson and by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 1.2k 231.01
2023-12-31 $245k 1.0k 235.89
2023-09-30 $259k 973 265.80
2023-06-30 $255k 973 261.92
2023-03-31 $252k 973 258.85
2022-12-31 $239k 973 245.75

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Becton, Dickinson and

Vanguard Group
BlackRock
T. Rowe Price Associates
Wellington Management Company
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Massachusetts Financial Services
ClearBridge Advisors
Norges Bank Investment Management
Franklin Resources
Mackenzie Financial
Mitsubishi UFJ Asset Management
Legal & General Group
Veritas Asset Management

View all funds holding Becton, Dickinson and