BDF-Gestion in the news

BDF-Gestion sold over half its AMD shares in Q3 2025, realizing $6.35 million, reducing AMD's portfolio weight amid a rising stock price after an OpenAI partnership.

BDF-Gestion sold over half its AMD shares in Q3 2025, realizing $6.35 million, amid rising AMD stock following a strategic OpenAI partnership.

BDF Gestion trimmed its Apple stock position to $70.66 million, holding 7.9% of its portfolio in Apple, which recently reported strong earnings and remains a top institutional holding.

BDF Gestion cut its Microsoft stake by 15.5% in Q2, holding it as their 2nd largest position, while Microsoft posted strong earnings and raised dividends amid positive analyst outlooks.

BDF Gestion trimmed its Autodesk stake by nearly 10% in Q2, amid strong institutional interest and positive analyst outlooks for the software company.

BDF Gestion trimmed its Thermo Fisher Scientific holdings by nearly 10% in Q2 amid positive earnings and analyst upgrades for the medical research company.

BDF Gestion significantly increased its Intel stake to $4.2 million amid mixed financial results and varied analyst ratings for the chipmaker.

BDF Gestion trimmed its stake in Cognizant Technology Solutions, which reported better-than-expected Q2 earnings and declared a dividend amid mixed analyst ratings.

BDF Gestion trimmed its $3.97M stake in Stryker amid strong Q2 earnings and insider stock sales.

BDF Gestion increased its stake in Meta Platforms, which reported strong Q2 earnings and raised dividend, amid positive analyst outlooks and insider selling.

BDF Gestion decreased its Paychex stake by nearly 10% in Q2 amid insider sales and analyst downgrades, while Paychex reported steady earnings and a 3.3% dividend yield.

BDF Gestion trimmed its Johnson & Johnson stock holdings amid market and sector challenges, reflecting strategic portfolio adjustments and healthcare industry trends.

BDF Gestion reduced its stake in AutoZone by nearly 10% in Q2, while AutoZone reported slightly missed earnings and analysts maintain a strong buy consensus.

BDF Gestion sold part of its Accenture shares amid the company's strong Q2 earnings and mixed analyst ratings.

BDF Gestion trimmed its Linde PLC holdings by nearly 10% in Q2 amid Linde's strong earnings beat, dividend announcement, and positive analyst upgrades.

BDF Gestion significantly reduced its stake in Alphabet Inc. during Q2, holding about 2.7% of its portfolio, while Alphabet reported strong earnings and maintains a moderate buy analyst consensus.

BDF Gestion significantly reduced its stake in Merck & Co. during Q2, amid mixed analyst ratings and recent earnings beat by Merck.

BDF Gestion trimmed its stake in Automatic Data Processing by nearly 10% in Q2 amid broader insider selling and mixed analyst sentiment following solid earnings.

BDF Gestion decreased its Adobe stock holdings by nearly 10% in Q2 amid strong earnings and mixed analyst ratings for the software company.

BDF Gestion trimmed its Oracle stake by nearly 10% in Q2, holding 31,561 shares worth $6.9M, while Oracle reported mixed earnings and maintains positive analyst ratings.