BDX
Becton Dickinson and Company
Becton Dickinson and Company historical holders
total: 16
Lountzis Asset Management Becton Dickinson and Company transactions over time
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 2
- Held since:
- 2024 Q3
- Held for:
- 2 quarters
- Latest activity:
- 2025 Q1
Paul Lountzis has been an institutional investor in Becton Dickinson and Company (BDX) since 2020 Q2. According to 2026 Q2 report, Paul Lountzis doesn't hold any shares. The fund/company first acquired BDX in 2020 Q2, initially purchasing 400 shares. Paul Lountzis later completely sold out the position and reinvested in BDX again in 2024 Q3. Since the initial investment, Lountzis Asset Management has made 3 more transactions in this position.
When did Paul Lountzis exit their BDX position?
Paul Lountzis no longer holds Becton Dickinson and Company (BDX). They sold off their entire position in 2025 Q1, closing out an investment that began in 2020 Q2.
When did Paul Lountzis first invest in BDX?
Paul Lountzis first invested in Becton Dickinson and Company (BDX) in 2020 Q2 at the reported quarter-end price of $240.00 per share, acquiring 400 shares in their initial purchase.
What is Paul Lountzis's average cost basis for BDX?
Based on historical transaction data, Paul Lountzis's estimated cost basis for Becton Dickinson and Company (BDX) is approximately $241.10 per share. This represents their average reported price* across all buy transactions.
Has Paul Lountzis reinvested in BDX after selling?
Yes, Paul Lountzis has shown renewed interest in Becton Dickinson and Company (BDX). After completely selling their position, they reinitiated an investment in 2024 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $241.10
- Weighted AVG sell price:
- $226.87
BDX transactions history by Lountzis Asset Management
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$226.87
|
|
-100% (-965)
|
-0.09%
|
|
2024 Q3
|
0.10%
|
965
|
$241.10
|
$232,661
|
new
|
+0.1%
|
|
2021 Q4
|
0.00%
|
0
|
$245.82
|
|
-100% (-400)
|
-0.06%
|
|
2020 Q2
|
0.09%
|
$240.00
|
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.