Institutional & Family Asset Management’s Baxter International BAX Stock Holding History

Institutional & Family Asset 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
2021 Q2	–	Sell	-776	Closed	-$65K	–	947
2021 Q1	$65K	Hold	776	–	–	0.01%	321
2020 Q4	$62K	Hold	776	–	–	0.01%	300
2020 Q3	$62K	Hold	776	–	–	0.01%	259
2020 Q2	$67K	Sell	776 -120	-13%	-$10.5K	0.01%	277
2020 Q1	$73K	Buy	896 +120	+15%	+$10.4K	0.02%	242
2019 Q4	$65K	Hold	776	–	–	0.01%	294
2019 Q3	$68K	Hold	776	–	–	0.01%	265
2019 Q2	$64K	Hold	776	–	–	0.01%	282
2019 Q1	$63K	Hold	776	–	–	0.01%	296
2018 Q4	$51K	Hold	776	–	–	0.01%	324
2018 Q3	$60K	Hold	776	–	–	0.01%	333
2018 Q2	$57K	Hold	776	–	–	0.01%	337
2018 Q1	$50K	Buy	+776	New	+$52.5K	0.01%	324

Other funds holding BAX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Institutional & Family Asset Management's BAX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Baxter International (BAX) in Q2 2021, closing a stake of 776 shares — an estimated $65K sold.

Institutional & Family Asset Management first reported a position in BAX in Q1 2018 and held it in 13 quarters. The position peaked at $73K in Q1 2020. 1,109 funds tracked by Wall St. Rank hold BAX as of Q2 2021.

Institutional & Family Asset Management reported no remaining Baxter International position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 776 Baxter International shares in Q2 2021, an estimated $65K.
Institutional & Family Asset Management first reported a position in Baxter International in Q1 2018 and held it in 13 quarters.
Institutional & Family Asset Management's Baxter International position peaked at $73K in Q1 2020.
1,109 funds tracked by Wall St. Rank held Baxter International as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.