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McElhenny Sheffield Capital Management’s Baxter International BAX Stock Holding History

McElhenny Sheffield Capital Management’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 		– Sell
-11,516
Closed -$587K – 135
2022
Q4 		$587K Sell
11,516
-2,465
-18% -$132K 0.27% 49
2022
Q3 		$753K Buy
+13,981
New +$841K 0.57% 34

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McElhenny Sheffield Capital Management's BAX Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Baxter International (BAX) in Q1 2023, closing a stake of 11,516 shares — an estimated $587K sold.

McElhenny Sheffield Capital Management first reported a position in BAX in Q3 2022 and held it in 2 quarters. The position peaked at $753K in Q3 2022. 955 funds tracked by Wall St. Rank hold BAX as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Baxter International position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 11,516 Baxter International shares in Q1 2023, an estimated $587K.
  • McElhenny Sheffield Capital Management first reported a position in Baxter International in Q3 2022 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Baxter International position peaked at $753K in Q3 2022.
  • 955 funds tracked by Wall St. Rank held Baxter International as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.