LifePlan Financial Group’s Baxter International BAX Stock Holding History

LifePlan Financial Group’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
2020 Q3	$6K	Hold	70	–	–	﹤0.01%	454
2020 Q2	$6K	Hold	70	–	–	﹤0.01%	455
2020 Q1	$6K	Hold	70	–	–	﹤0.01%	430
2019 Q4	$6K	Hold	70	–	–	﹤0.01%	447
2019 Q3	$6K	Hold	70	–	–	﹤0.01%	442
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	437
2019 Q1	$6K	Hold	70	–	–	﹤0.01%	436
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	440
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	440
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	425
2018 Q1	$5K	Buy	+70	New	+$4.74K	﹤0.01%	409
2014 Q2	–	Sell	-129	Closed	-$5K	–	77
2014 Q1	$5K	Hold	129	–	–	﹤0.01%	206
2013 Q4	$5K	Hold	129	–	–	﹤0.01%	191
2013 Q3	$5K	Hold	129	–	–	﹤0.01%	173
2013 Q2	$5K	Buy	+129	New	+$4.94K	0.01%	145

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

VAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's BAX Position: Q3 2020 in Review

LifePlan Financial Group held its Baxter International (BAX) position steady in Q3 2020 at 70 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

LifePlan Financial Group first reported a position in BAX in Q2 2013 and has held it in 15 quarters since. 1,097 funds tracked by Wall St. Rank hold BAX as of Q3 2020.

LifePlan Financial Group held 70 shares of Baxter International worth $6K as of Q3 2020.
LifePlan Financial Group left its Baxter International share count unchanged in Q3 2020.
Baxter International made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #454 holding.
LifePlan Financial Group first reported a position in Baxter International in Q2 2013 and has held it in 15 quarters since.
1,097 funds tracked by Wall St. Rank held Baxter International as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.