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YHB Investment Advisors’s Baxter International BAX Stock Holding History

YHB 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
2019
Q4 		– Sell
-2,783
Closed -$243K – 188
2019
Q3 		$243K Sell
2,783
-50
-2% -$4.27K 0.04% 174
2019
Q2 		$232K Sell
2,833
-1,050
-27% -$81.5K 0.04% 173
2019
Q1 		$316K Sell
3,883
-300
-7% -$21.8K 0.05% 160
2018
Q4 		$275K Sell
4,183
-2,550
-38% -$171K 0.05% 155
2018
Q3 		$519K Hold
6,733
– – 0.08% 133
2018
Q2 		$497K Sell
6,733
-50
-0.7% -$3.52K 0.08% 134
2018
Q1 		$441K Sell
6,783
-50
-0.7% -$3.38K 0.07% 135
2017
Q4 		$442K Buy
6,833
+50
+0.7% +$3.21K 0.08% 135
2017
Q3 		$426K Sell
6,783
-125
-2% -$7.72K 0.08% 136
2017
Q2 		$418K Buy
6,908
+100
+1% +$5.68K 0.07% 138
2017
Q1 		$379K Sell
6,808
-134
-2% -$6.59K 0.07% 140
2016
Q4 		$308K Buy
6,942
+450
+7% +$20.8K 0.06% 143
2016
Q3 		$309K Buy
6,492
+934
+17% +$44K 0.07% 141
2016
Q2 		$251K Buy
+5,558
New +$244K 0.06% 149

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

YHB Investment Advisors's BAX Position: Q4 2019 in Review

YHB Investment Advisors sold out of Baxter International (BAX) in Q4 2019, closing a stake of 2,783 shares — an estimated $243K sold.

YHB Investment Advisors first reported a position in BAX in Q2 2016 and held it in 14 quarters. The position peaked at $519K in Q3 2018. 1,147 funds tracked by Wall St. Rank hold BAX as of Q4 2019.

  • YHB Investment Advisors reported no remaining Baxter International position as of Q4 2019 after selling out during the quarter.
  • YHB Investment Advisors sold 2,783 Baxter International shares in Q4 2019, an estimated $243K.
  • YHB Investment Advisors first reported a position in Baxter International in Q2 2016 and held it in 14 quarters.
  • YHB Investment Advisors's Baxter International position peaked at $519K in Q3 2018.
  • 1,147 funds tracked by Wall St. Rank held Baxter International as of Q4 2019.

Based on YHB Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.