Sun Life Financial’s Baxter International BAX Stock Holding History

Sun Life Financial’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
2021 Q2	–	Sell	-300	Closed	-$25K	–	125
2021 Q1	$25K	Sell	300 -2	-0.7%	-$159	﹤0.01%	228
2020 Q4	$24K	Buy	302 +1	+0.3%	+$79	﹤0.01%	226
2020 Q3	$24K	Buy	+301	New	+$25.3K	﹤0.01%	220
2017 Q2	–	Sell	-14	Closed	-$263	–	571
2017 Q1	$263	Buy	14 +2	+17%	+$98	﹤0.01%	237
2016 Q4	$263	Sell	12 -2,017	-99%	-$93.3K	﹤0.01%	184
2016 Q3	$97K	Sell	2,029 -2,966	-59%	-$140K	0.01%	90
2016 Q2	$226K	Sell	4,995 -3,096	-38%	-$136K	0.03%	107
2016 Q1	$332	Sell	8,091 -2,940	-27%	-$112K	﹤0.01%	146
2015 Q4	$421K	Sell	11,031 -3,573	-24%	-$131K	0.06%	89
2015 Q3	$480K	Sell	14,604 -27,117	-65%	-$1.03M	0.1%	77
2015 Q2	$1.58M	Hold	41,721	–	–	0.17%	74
2015 Q1	$1.55M	Sell	41,721 -9,070	-18%	-$344K	0.16%	74
2014 Q4	$2.02M	Sell	50,791 -7,123	-12%	-$277K	0.21%	71
2014 Q3	$2.26M	Sell	57,914 -14,887	-20%	-$605K	0.24%	69
2014 Q2	$2.86M	Sell	72,801 -6,855	-9%	-$274K	0.3%	69
2014 Q1	$3.18M	Sell	79,656 -50,017	-39%	-$1.87M	0.32%	72
2013 Q4	$4.9M	Sell	129,673 -37,250	-22%	-$1.35M	0.44%	66
2013 Q3	$5.96M	Sell	166,923 -10,012	-6%	-$389K	0.54%	60
2013 Q2	$6.66M	Buy	+176,935	New	+$6.78M	0.58%	52

Other funds holding BAX

Wellington Management Group

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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