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Aperio Group’s Baxter International BAX Stock Holding History

Aperio Group’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 		$43.8M Sell
545,822
-39,855
-7% -$3.16M 0.13% 153
2020
Q3 		$47.1M Sell
585,677
-12,991
-2% -$1.09M 0.16% 123
2020
Q2 		$51.5M Sell
598,668
-6,507
-1% -$567K 0.19% 98
2020
Q1 		$49.1M Buy
605,175
+6,164
+1% +$532K 0.22% 82
2019
Q4 		$50.1M Sell
599,011
-15,367
-3% -$1.27M 0.18% 114
2019
Q3 		$53.7M Buy
614,378
+36,363
+6% +$3.1M 0.21% 91
2019
Q2 		$47.3M Sell
578,015
-42,494
-7% -$3.3M 0.19% 106
2019
Q1 		$50.5M Buy
620,509
+17,187
+3% +$1.25M 0.22% 89
2018
Q4 		$39.7M Sell
603,322
-209,664
-26% -$14.1M 0.2% 105
2018
Q3 		$62.7M Buy
812,986
+4,260
+0.5% +$316K 0.28% 69
2018
Q2 		$59.7M Sell
808,726
-84,372
-9% -$5.95M 0.29% 66
2018
Q1 		$58.1M Sell
893,098
-93,774
-10% -$6.34M 0.29% 71
2017
Q4 		$63.8M Buy
986,872
+6,301
+0.6% +$405K 0.32% 59
2017
Q3 		$61.5M Sell
980,571
-46,753
-5% -$2.89M 0.35% 57
2017
Q2 		$62.2M Buy
1,027,324
+36,844
+4% +$2.09M 0.38% 45
2017
Q1 		$51.4M Buy
990,480
+584,090
+144% +$28.7M 0.35% 49
2016
Q4 		$18M Buy
406,390
+103,114
+34% +$4.77M 0.14% 166
2016
Q3 		$14.4M Buy
303,276
+83,999
+38% +$3.96M 0.1% 233
2016
Q2 		$9.92M Buy
219,277
+18,408
+9% +$807K 0.08% 299
2016
Q1 		$8.25M Buy
200,869
+35,037
+21% +$1.34M 0.07% 321
2015
Q4 		$6.33M Sell
165,832
-12,271
-7% -$449K 0.06% 377
2015
Q3 		$5.85M Sell
178,103
-117,801
-40% -$4.46M 0.06% 382
2015
Q2 		$11.2M Buy
295,904
+38,413
+15% +$1.44M 0.12% 219
2015
Q1 		$9.58M Buy
257,491
+2,540
+1% +$96.3K 0.11% 228
2014
Q4 		$10.2M Sell
254,951
-6,902
-3% -$269K 0.13% 198
2014
Q3 		$10.2M Buy
261,853
+19,603
+8% +$796K 0.14% 184
2014
Q2 		$9.51M Buy
242,250
+19,780
+9% +$791K 0.14% 187
2014
Q1 		$8.89M Buy
+222,470
New +$8.32M 0.13% 195
2013
Q4 		– Sell
-216,686
Closed -$7.86M – 218
2013
Q3 		$7.73M Buy
216,686
+29,762
+16% +$1.16M 0.15% 156
2013
Q2 		$7.03M Buy
+186,924
New +$7.16M 0.17% 136

Other funds holding BAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group's BAX Position: Q4 2020 in Review

Aperio Group reduced its Baxter International (BAX) stake by 6.8% in Q4 2020, selling an estimated $3.16M and leaving 545,822 shares worth $43.8M. The position accounts for 0.13% of the portfolio, ranked #153.

Aperio Group first reported a position in BAX in Q2 2013 and has held it in 30 quarters since. The position peaked at $63.8M in Q4 2017. 1,113 funds tracked by Wall St. Rank hold BAX as of Q4 2020.

  • Aperio Group held 545,822 shares of Baxter International worth $43.8M as of Q4 2020.
  • Aperio Group sold 39,855 Baxter International shares in Q4 2020, an estimated $3.16M.
  • Baxter International made up 0.13% of Aperio Group's portfolio in Q4 2020, its #153 holding.
  • Aperio Group first reported a position in Baxter International in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Baxter International position peaked at $63.8M in Q4 2017.
  • 1,113 funds tracked by Wall St. Rank held Baxter International as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.