Steward Financial Group’s Baxter International BAX Stock Holding History

Steward 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
2023 Q3	$2K	Buy	+73	New	+$3.11K	﹤0.01%	928
2023 Q2	–	Sell	-24	Closed	–	–	495
2023 Q1	$0	Sell	24 -55	-70%	-$2.33K	﹤0.01%	724
2022 Q4	$4K	Buy	+79	New	+$4.24K	﹤0.01%	214
2022 Q3	–	Sell	-38	Closed	-$2K	–	185
2022 Q2	$2K	Buy	+38	New	+$2.76K	﹤0.01%	515

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's BAX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Baxter International (BAX) in Q3 2023: 73 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BAX as recently as Q1 2023.

Steward Financial Group first reported a position in BAX in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q4 2022. 909 funds tracked by Wall St. Rank hold BAX as of Q3 2023.

Steward Financial Group held 73 shares of Baxter International worth $2K as of Q3 2023.
Baxter International was a new Steward Financial Group position in Q3 2023.
Baxter International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #928 holding.
Steward Financial Group first reported a position in Baxter International in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Baxter International position peaked at $4K in Q4 2022.
909 funds tracked by Wall St. Rank held Baxter International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.