tru Independence’s Baxter International BAX Stock Holding History

tru Independence’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 Q1	–	Sell	-6,500	Closed	-$522	–	332
2020 Q4	$522	Sell	6,500 -717	-10%	-$56.8K	﹤0.01%	379
2020 Q3	$580K	Sell	7,217 -728	-9%	-$61.2K	0.16%	109
2020 Q2	$684	Buy	7,945 +101	+1%	+$8.8K	0.1%	146
2020 Q1	$637	Hold	7,844	–	–	0.1%	125
2019 Q4	$637K	Buy	+7,844	New	+$649K	0.09%	143

Other funds holding BAX

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

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

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

GIM

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

VAM

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

tru Independence's BAX Position: Q1 2021 in Review

tru Independence sold out of Baxter International (BAX) in Q1 2021, closing a stake of 6,500 shares — an estimated $522 sold.

tru Independence first reported a position in BAX in Q4 2019 and held it in 5 quarters. The position peaked at $637K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold BAX as of Q1 2021.

tru Independence reported no remaining Baxter International position as of Q1 2021 after selling out during the quarter.
tru Independence sold 6,500 Baxter International shares in Q1 2021, an estimated $522.
tru Independence first reported a position in Baxter International in Q4 2019 and held it in 5 quarters.
tru Independence's Baxter International position peaked at $637K in Q4 2019.
1,094 funds tracked by Wall St. Rank held Baxter International as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.