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FormulaFolio Investments’s Baxter International BAX Stock Holding History

FormulaFolio 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
2021
Q1 		– Sell
-6,467
Closed -$519K – 490
2020
Q4 		$519K Buy
+6,467
New +$512K 0.01% 432
2020
Q2 		– Sell
-3,948
Closed -$321K – 290
2020
Q1 		$321K Sell
3,948
-4,782
-55% -$413K 0.02% 214
2019
Q4 		$730K Buy
+8,730
New +$722K 0.03% 206

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

FormulaFolio Investments's BAX Position: Q1 2021 in Review

FormulaFolio Investments sold out of Baxter International (BAX) in Q1 2021, closing a stake of 6,467 shares — an estimated $519K sold.

FormulaFolio Investments first reported a position in BAX in Q4 2019 and held it in 3 quarters. The position peaked at $730K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold BAX as of Q1 2021.

  • FormulaFolio Investments reported no remaining Baxter International position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 6,467 Baxter International shares in Q1 2021, an estimated $519K.
  • FormulaFolio Investments first reported a position in Baxter International in Q4 2019 and held it in 3 quarters.
  • FormulaFolio Investments's Baxter International position peaked at $730K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held Baxter International as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.