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Schechter Investment Advisors’s Baxter International BAX Stock Holding History

Schechter Investment 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 		$225K Buy
+6,587
New +$215K 0.02% 532
2024
Q4 		– Sell
-7,038
Closed -$267K – 665
2024
Q3 		$267K Buy
+7,038
New +$259K 0.02% 518
2024
Q2 		– Sell
-9,283
Closed -$397K – 653
2024
Q1 		$397K Buy
9,283
+927
+11% +$37.7K 0.03% 434
2023
Q4 		$323K Buy
8,356
+2,233
+36% +$79K 0.03% 449
2023
Q3 		$231K Sell
6,123
-1,053
-15% -$44.9K 0.02% 515
2023
Q2 		$327K Sell
7,176
-959
-12% -$41.8K 0.03% 474
2023
Q1 		$330K Buy
8,135
+2,809
+53% +$119K 0.03% 502
2022
Q4 		$271K Buy
5,326
+1,349
+34% +$72.5K 0.02% 651
2022
Q3 		$214K Buy
+3,977
New +$239K 0.02% 816

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's BAX Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Baxter International (BAX) in Q1 2025: 6,587 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #532 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in BAX as recently as Q3 2024.

Schechter Investment Advisors first reported a position in BAX in Q3 2022 and has held it in 9 quarters since. The position peaked at $397K in Q1 2024. 840 funds tracked by Wall St. Rank hold BAX as of Q1 2025.

  • Schechter Investment Advisors held 6,587 shares of Baxter International worth $225K as of Q1 2025.
  • Baxter International was a new Schechter Investment Advisors position in Q1 2025.
  • Baxter International made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #532 holding.
  • Schechter Investment Advisors first reported a position in Baxter International in Q3 2022 and has held it in 9 quarters since.
  • Schechter Investment Advisors's Baxter International position peaked at $397K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Baxter International as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.