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Berman Capital Advisors’s Baxter International BAX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$161K Buy
2,023
+318
+19% +$25.1K 0.03% 316
2021
Q2 		$136K Buy
1,705
+61
+4% +$5.12K 0.02% 307
2021
Q1 		$137K Buy
1,644
+444
+37% +$35.3K 0.03% 241
2020
Q4 		$96K Sell
1,200
-222
-16% -$17.6K 0.02% 254
2020
Q3 		$114K Buy
1,422
+229
+19% +$19.3K 0.03% 212
2020
Q2 		$102K Sell
1,193
-14
-1% -$1.22K 0.03% 223
2020
Q1 		$97K Sell
1,207
-504
-29% -$43.5K 0.03% 198
2019
Q4 		$143K Buy
1,711
+1
+0.1% +$83 0.04% 177
2019
Q3 		$149K Sell
1,710
-184
-10% -$15.7K 0.05% 161
2019
Q2 		$155K Buy
1,894
+101
+6% +$7.84K 0.05% 155
2019
Q1 		$145K Buy
1,793
+141
+9% +$10.3K 0.05% 152
2018
Q4 		$108K Buy
+1,652
New +$111K 0.04% 167

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Berman Capital Advisors's BAX Position: Q3 2021 in Review

Berman Capital Advisors increased its Baxter International (BAX) stake by 19% in Q3 2021, buying an estimated $25.1K and bringing the position to 2,023 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #316.

Berman Capital Advisors first reported a position in BAX in Q4 2018 and has held it in 12 quarters since. 1,090 funds tracked by Wall St. Rank hold BAX as of Q3 2021.

  • Berman Capital Advisors held 2,023 shares of Baxter International worth $161K as of Q3 2021.
  • Berman Capital Advisors bought 318 Baxter International shares in Q3 2021, an estimated $25.1K.
  • Baxter International made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #316 holding.
  • Berman Capital Advisors first reported a position in Baxter International in Q4 2018 and has held it in 12 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Baxter International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.