Disciplined Investments’s Baxter International BAX Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-38	Closed	-$1.73K	–	247
2023 Q2	$1.73K	Sell	38 -6	-14%	-$261	﹤0.01%	723
2023 Q1	$1.78K	Buy	44 +38	+633%	+$1.61K	﹤0.01%	716
2022 Q4	$306	Sell	6 -12	-67%	-$645	﹤0.01%	1333
2022 Q3	$1K	Sell	18 -10	-36%	-$602	﹤0.01%	795
2022 Q2	$2K	Sell	28 -4	-13%	-$290	﹤0.01%	604
2022 Q1	$2K	Buy	+32	New	+$2.68K	﹤0.01%	640

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's BAX Position: Q3 2023 in Review

Disciplined Investments sold out of Baxter International (BAX) in Q3 2023, closing a stake of 38 shares — an estimated $1.73K sold.

Disciplined Investments first reported a position in BAX in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 909 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

Disciplined Investments reported no remaining Baxter International position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 38 Baxter International shares in Q3 2023, an estimated $1.73K.
Disciplined Investments first reported a position in Baxter International in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Baxter International position peaked at $2K in Q2 2022.
909 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.