AGF Investments Inc’s Baldwin Insurance Group BWIN Stock Holding History

AGF Investments Inc’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-240,000	Closed	-$8.67M	–	725
2021 Q4	$8.67M	Hold	240,000	–	–	0.06%	206
2021 Q3	$7.99M	Buy	240,000 +40,000	+20%	+$1.25M	0.06%	198
2021 Q2	$5.33M	Hold	200,000	–	–	0.04%	236
2021 Q1	$5.45M	Hold	200,000	–	–	0.04%	238
2020 Q4	$5.99M	Buy	+200,000	New	+$5.79M	0.05%	228

Other funds holding BWIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

AGF Investments Inc's BWIN Position: Q1 2022 in Review

AGF Investments Inc sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 240,000 shares — an estimated $8.67M sold.

AGF Investments Inc first reported a position in BWIN in Q4 2020 and held it in 5 quarters. The position peaked at $8.67M in Q4 2021. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

AGF Investments Inc reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
AGF Investments Inc sold 240,000 Baldwin Insurance Group shares in Q1 2022, an estimated $8.67M.
AGF Investments Inc first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 5 quarters.
AGF Investments Inc's Baldwin Insurance Group position peaked at $8.67M in Q4 2021.
149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.