Legacy Advisors’s Baxter International BAX Stock Holding History

Legacy 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
2025 Q1	–	Sell	-13,066	Closed	-$383K	–	437
2024 Q4	$383K	Sell	13,066 -1,824	-12%	-$61.4K	0.04%	281
2024 Q3	$566K	Buy	+14,890	New	+$547K	0.06%	228
2023 Q4	–	Sell	-29,205	Closed	-$1.11M	–	307
2023 Q3	$1.11M	Sell	29,205 -990	-3%	-$42.2K	0.18%	111
2023 Q2	$1.38M	Sell	30,195 -743	-2%	-$32.4K	0.21%	88
2023 Q1	$1.26M	Buy	30,938 +2,027	+7%	+$85.9K	0.23%	78
2022 Q4	$1.48M	Buy	+28,911	New	+$1.55M	0.27%	69
2019 Q3	–	Sell	-1,483	Closed	-$122K	–	134
2019 Q2	$122K	Buy	1,483 +383	+35%	+$29.7K	0.08%	149
2019 Q1	$90K	Buy	+1,100	New	+$80.1K	0.03%	164
2018 Q4	–	Sell	-500	Closed	-$39K	–	141
2018 Q3	$39K	Hold	500	–	–	0.02%	254
2018 Q2	$37K	Hold	500	–	–	0.03%	208
2018 Q1	$33K	Hold	500	–	–	0.02%	183
2017 Q4	$32K	Hold	500	–	–	0.03%	151
2017 Q3	$31K	Hold	500	–	–	0.03%	133
2017 Q2	$30K	Hold	500	–	–	0.04%	118
2017 Q1	$25K	Hold	500	–	–	0.03%	119
2016 Q4	$22K	Buy	+500	New	+$23.1K	0.03%	141

Other funds holding BAX

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Advisors's BAX Position: Q1 2025 in Review

Legacy Advisors sold out of Baxter International (BAX) in Q1 2025, closing a stake of 13,066 shares — an estimated $383K sold.

Legacy Advisors first reported a position in BAX in Q4 2016 and held it in 16 quarters. The position peaked at $1.48M in Q4 2022. 840 funds tracked by Wall St. Rank hold BAX as of Q1 2025.

Legacy Advisors reported no remaining Baxter International position as of Q1 2025 after selling out during the quarter.
Legacy Advisors sold 13,066 Baxter International shares in Q1 2025, an estimated $383K.
Legacy Advisors first reported a position in Baxter International in Q4 2016 and held it in 16 quarters.
Legacy Advisors's Baxter International position peaked at $1.48M in Q4 2022.
840 funds tracked by Wall St. Rank held Baxter International as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.