Kaizen Advisory’s Baxter International BAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$91K Buy
1,388
+165
+13% +$11.1K 0.06% 236
2018
Q3
$94K Hold
1,223
0.05% 239
2018
Q2
$90K Buy
1,223
+749
+158% +$52.8K 0.05% 239
2018
Q1
$31K Hold
474
0.03% 266
2017
Q4
$31K Buy
+474
New +$30.4K 0.02% 258

Other funds holding BAX

Kaizen Advisory's BAX Position: Q4 2018 in Review

Kaizen Advisory increased its Baxter International (BAX) stake by 13% in Q4 2018, buying an estimated $11.1K and bringing the position to 1,388 shares worth $91K. The position accounts for 0.06% of the portfolio, ranked #236.

Kaizen Advisory first reported a position in BAX in Q4 2017 and has held it in 5 quarters since. The position peaked at $94K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • Kaizen Advisory held 1,388 shares of Baxter International worth $91K as of Q4 2018.
  • Kaizen Advisory bought 165 Baxter International shares in Q4 2018, an estimated $11.1K.
  • Baxter International made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #236 holding.
  • Kaizen Advisory first reported a position in Baxter International in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Baxter International position peaked at $94K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.