Sugarloaf Wealth Management’s Baxter International BAX Stock Holding History

Sugarloaf Wealth 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
2024 Q3	–	Sell	-26	Closed	-$870	–	677
2024 Q2	$870	Hold	26	–	–	﹤0.01%	620
2024 Q1	$1.11K	Hold	26	–	–	﹤0.01%	620
2023 Q4	$1K	Sell	26 -160	-86%	-$5.66K	﹤0.01%	631
2023 Q3	$7.02K	Hold	186	–	–	﹤0.01%	503
2023 Q2	$8.47K	Hold	186	–	–	﹤0.01%	493
2023 Q1	$7.54K	Hold	186	–	–	﹤0.01%	502
2022 Q4	$9.48K	Hold	186	–	–	﹤0.01%	504
2022 Q3	$11K	Sell	186 -110	-37%	-$6.62K	﹤0.01%	507
2022 Q2	$19K	Buy	296 +110	+59%	+$7.98K	﹤0.01%	417
2022 Q1	$14K	Hold	186	–	–	﹤0.01%	454
2021 Q4	$16K	Hold	186	–	–	﹤0.01%	458
2021 Q3	$15K	Hold	186	–	–	﹤0.01%	475
2021 Q2	$15K	Hold	186	–	–	﹤0.01%	456
2021 Q1	$16	Hold	186	–	–	﹤0.01%	441
2020 Q4	$15K	Hold	186	–	–	0.01%	425
2020 Q3	$15K	Hold	186	–	–	0.01%	396
2020 Q2	$16K	Hold	186	–	–	0.01%	384
2020 Q1	$15K	Hold	186	–	–	0.01%	376
2019 Q4	$16K	Buy	+186	New	+$15.4K	0.01%	398

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

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

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

Sugarloaf Wealth Management's BAX Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Baxter International (BAX) in Q3 2024, closing a stake of 26 shares — an estimated $870 sold.

Sugarloaf Wealth Management first reported a position in BAX in Q4 2019 and held it in 19 quarters. The position peaked at $19K in Q2 2022. 896 funds tracked by Wall St. Rank hold BAX as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Baxter International position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 26 Baxter International shares in Q3 2024, an estimated $870.
Sugarloaf Wealth Management first reported a position in Baxter International in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Baxter International position peaked at $19K in Q2 2022.
896 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.