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Kula Investments’s Baxter International BAX Stock Holding History

Kula 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
2023
Q1 		$860K Sell
21,202
-3,048
-13% -$129K 0.21% 171
2022
Q4 		$1.24M Buy
+24,250
New +$1.3M 0.36% 29

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Kula Investments's BAX Position: Q1 2023 in Review

Kula Investments reduced its Baxter International (BAX) stake by 13% in Q1 2023, selling an estimated $129K and leaving 21,202 shares worth $860K. The position accounts for 0.21% of the portfolio, ranked #171.

Kula Investments first reported a position in BAX in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.24M in Q4 2022. 955 funds tracked by Wall St. Rank hold BAX as of Q1 2023.

  • Kula Investments held 21,202 shares of Baxter International worth $860K as of Q1 2023.
  • Kula Investments sold 3,048 Baxter International shares in Q1 2023, an estimated $129K.
  • Baxter International made up 0.21% of Kula Investments's portfolio in Q1 2023, its #171 holding.
  • Kula Investments first reported a position in Baxter International in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Baxter International position peaked at $1.24M in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Baxter International as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.