Crewe Advisors’s Baxter International BAX Stock Holding History

Crewe 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
2025 Q2	–	Sell	-67	Closed	-$2.29K	–	754
2025 Q1	$2.29K	Buy	+67	New	+$2.19K	﹤0.01%	538
2023 Q3	–	Sell	-298	Closed	-$13.6K	–	619
2023 Q2	$13.6K	Sell	298 -357	-55%	-$15.5K	﹤0.01%	375
2023 Q1	$26.6K	Sell	655 -5	-0.8%	-$212	﹤0.01%	379
2022 Q4	$33.6K	Sell	660 -193	-23%	-$10.4K	0.01%	347
2022 Q3	$46K	Sell	853 -658	-44%	-$39.6K	0.01%	326
2022 Q2	$97K	Buy	1,511 +316	+26%	+$22.9K	0.02%	214
2022 Q1	$92K	Buy	1,195 +865	+262%	+$72.4K	0.02%	183
2021 Q4	$28K	Buy	+330	New	+$26.6K	0.01%	234
2020 Q4	–	Sell	-28	Closed	-$2K	–	462
2020 Q3	$2K	Buy	+28	New	+$2.35K	﹤0.01%	475
2019 Q3	–	Sell	-110	Closed	-$9K	–	220
2019 Q2	$9K	Buy	+110	New	+$8.54K	﹤0.01%	214

Other funds holding BAX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return