BDX
Becton Dickinson and Company
Becton Dickinson and Company historical holders
total: 16
Meritage Group Becton Dickinson and Company transactions over time
- Total transactions:
- 5
- New positions:
- 2
- Sold out:
- 2
- Added:
- 1
- Held since:
- 2022 Q2
- Held for:
- 2 quarters
- Latest activity:
- 2022 Q4
Nathaniel Simons has been an institutional investor in Becton Dickinson and Company (BDX) since 2020 Q4. According to 2026 Q2 report, Nathaniel Simons doesn't hold any shares. The fund/company first acquired BDX in 2020 Q4, initially purchasing 1,007 shares. Nathaniel Simons later completely sold out the position and reinvested in BDX again in 2022 Q2. Since the initial investment, Meritage Group has made 4 more transactions in this position.
When did Nathaniel Simons exit their BDX position?
Nathaniel Simons no longer holds Becton Dickinson and Company (BDX). They sold off their entire position in 2022 Q4, closing out an investment that began in 2020 Q4.
When did Nathaniel Simons first invest in BDX?
Nathaniel Simons first invested in Becton Dickinson and Company (BDX) in 2020 Q4 at the reported quarter-end price of $250.25 per share, acquiring 1,007 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for BDX?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for Becton Dickinson and Company (BDX) is approximately $240.77 per share. This represents their average reported price* across all buy transactions.
Has Nathaniel Simons reinvested in BDX after selling?
Yes, Nathaniel Simons has shown renewed interest in Becton Dickinson and Company (BDX). After completely selling their position, they reinitiated an investment in 2022 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $240.77
- Weighted AVG sell price:
- $223.09
BDX transactions history by Meritage Group
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2022 Q4
|
0.00%
|
0
|
$223.09
|
|
-100% (-1,533)
|
-0.01%
|
|
2022 Q3
|
0.01%
|
1,533
|
$223.09
|
$342,000
|
+32.61% (+377)
|
+0%
|
|
2022 Q2
|
0.01%
|
1,156
|
$246.54
|
$285,000
|
new
|
+0.01%
|
|
2021 Q1
|
0.00%
|
0
|
$250.25
|
|
-100% (-1,007)
|
-0%
|
|
2020 Q4
|
0.00%
|
$250.25
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.