Iron Gate Global Advisors’s Baxter International BAX Stock Holding History

Iron Gate Global 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
2024 Q4	–	Sell	-7,431	Closed	-$282K	–	91
2024 Q3	$282K	Sell	7,431 -400	-5%	-$14.7K	0.04%	70
2024 Q2	$262K	Sell	7,831 -3,792	-33%	-$140K	0.04%	76
2024 Q1	$507K	Buy	11,623 +400	+4%	+$16.3K	0.09%	57
2023 Q4	$434K	Hold	11,223	–	–	0.09%	56
2023 Q3	$421K	Hold	11,223	–	–	0.09%	52
2023 Q2	$511K	Hold	11,223	–	–	0.11%	51
2023 Q1	$455K	Buy	11,223 +5,300	+89%	+$225K	0.11%	52
2022 Q4	$302K	Hold	5,923	–	–	0.08%	64
2022 Q3	$324K	Hold	5,923	–	–	0.09%	59
2022 Q2	$380K	Hold	5,923	–	–	0.1%	62
2022 Q1	$459K	Hold	5,923	–	–	0.1%	61
2021 Q4	$521K	Hold	5,923	–	–	0.12%	58
2021 Q3	$476K	Hold	5,923	–	–	0.13%	66
2021 Q2	$476K	Hold	5,923	–	–	0.13%	65
2021 Q1	$499K	Hold	5,923	–	–	0.16%	58
2020 Q4	$475K	Hold	5,923	–	–	0.18%	51
2020 Q3	$476K	Hold	5,923	–	–	0.2%	53
2020 Q2	$510K	Hold	5,923	–	–	0.25%	48
2020 Q1	$481K	Buy	+5,923	New	+$511K	0.33%	37
2019 Q4	–	Sell	-7,666	Closed	-$671K	–	77
2019 Q3	$671K	Buy	7,666 +3,253	+74%	+$278K	0.41%	33
2019 Q2	$361K	Hold	4,413	–	–	0.24%	44
2019 Q1	$359K	Sell	4,413 -1,500	-25%	-$109K	0.14%	46
2018 Q4	$389K	Sell	5,913 -43	-0.7%	-$2.89K	0.29%	39
2018 Q3	$380K	Buy	5,956 +43	+0.7%	+$3.19K	0.25%	37
2018 Q2	$437K	Hold	5,913	–	–	0.32%	30
2018 Q1	$385K	Hold	5,913	–	–	0.29%	32
2017 Q4	$382K	Hold	5,913	–	–	0.32%	33
2017 Q3	$371K	Hold	5,913	–	–	0.35%	35
2017 Q2	$358K	Buy	+5,913	New	+$336K	0.4%	29

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Iron Gate Global Advisors's BAX Position: Q4 2024 in Review

Iron Gate Global Advisors sold out of Baxter International (BAX) in Q4 2024, closing a stake of 7,431 shares — an estimated $282K sold.

Iron Gate Global Advisors first reported a position in BAX in Q2 2017 and held it in 29 quarters. The position peaked at $671K in Q3 2019. 825 funds tracked by Wall St. Rank hold BAX as of Q4 2024.

Iron Gate Global Advisors reported no remaining Baxter International position as of Q4 2024 after selling out during the quarter.
Iron Gate Global Advisors sold 7,431 Baxter International shares in Q4 2024, an estimated $282K.
Iron Gate Global Advisors first reported a position in Baxter International in Q2 2017 and held it in 29 quarters.
Iron Gate Global Advisors's Baxter International position peaked at $671K in Q3 2019.
825 funds tracked by Wall St. Rank held Baxter International as of Q4 2024.

Based on Iron Gate Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.