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Eagle Ridge Investment Management’s Baxter International BAX Stock Holding History

Eagle Ridge Investment 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
2019
Q2 		– Sell
-2,740
Closed -$223K – 158
2019
Q1 		$223K Buy
+2,740
New +$199K 0.03% 150
2018
Q4 		– Sell
-2,820
Closed -$217K – 157
2018
Q3 		$217K Sell
2,820
-500
-15% -$37.1K 0.03% 162
2018
Q2 		$245K Hold
3,320
– – 0.04% 149
2018
Q1 		$216K Sell
3,320
-765
-19% -$51.8K 0.03% 166
2017
Q4 		$264K Hold
4,085
– – 0.04% 152
2017
Q3 		$256K Buy
+4,085
New +$252K 0.04% 145

Other funds holding BAX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's BAX Position: Q2 2019 in Review

Eagle Ridge Investment Management sold out of Baxter International (BAX) in Q2 2019, closing a stake of 2,740 shares — an estimated $223K sold.

Eagle Ridge Investment Management first reported a position in BAX in Q3 2017 and held it in 6 quarters. The position peaked at $264K in Q4 2017. 1,066 funds tracked by Wall St. Rank hold BAX as of Q2 2019.

  • Eagle Ridge Investment Management reported no remaining Baxter International position as of Q2 2019 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,740 Baxter International shares in Q2 2019, an estimated $223K.
  • Eagle Ridge Investment Management first reported a position in Baxter International in Q3 2017 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Baxter International position peaked at $264K in Q4 2017.
  • 1,066 funds tracked by Wall St. Rank held Baxter International as of Q2 2019.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2019, filed 1 Aug 2019.