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Advisors Capital Management’s Baxter International BAX Stock Holding History

Advisors Capital Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,611
Closed -$210K – 344
2020
Q3 		$210K Sell
2,611
-49
-2% -$4.12K 0.01% 290
2020
Q2 		$229K Sell
2,660
-16
-0.6% -$1.39K 0.01% 274
2020
Q1 		$217K Buy
+2,676
New +$231K 0.01% 263
2014
Q1 		– Sell
-12,832
Closed -$485K – 148
2013
Q4 		$485K Sell
12,832
-14,660
-53% -$532K 0.08% 148
2013
Q3 		$981K Buy
27,492
+2,449
+10% +$95.1K 0.2% 119
2013
Q2 		$942K Buy
+25,043
New +$959K 0.21% 117

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisors Capital Management's BAX Position: Q4 2020 in Review

Advisors Capital Management sold out of Baxter International (BAX) in Q4 2020, closing a stake of 2,611 shares — an estimated $210K sold.

Advisors Capital Management first reported a position in BAX in Q2 2013 and held it in 6 quarters. The position peaked at $981K in Q3 2013. 1,114 funds tracked by Wall St. Rank hold BAX as of Q4 2020.

  • Advisors Capital Management reported no remaining Baxter International position as of Q4 2020 after selling out during the quarter.
  • Advisors Capital Management sold 2,611 Baxter International shares in Q4 2020, an estimated $210K.
  • Advisors Capital Management first reported a position in Baxter International in Q2 2013 and held it in 6 quarters.
  • Advisors Capital Management's Baxter International position peaked at $981K in Q3 2013.
  • 1,114 funds tracked by Wall St. Rank held Baxter International as of Q4 2020.

Based on Advisors Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.