Baird Financial Group
TWIN icon

Baird Financial Group’s Twin Disc TWIN Stock Holding History

Baird Financial Group’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,618
Closed -$130K – 1728
2020
Q4 		$130K Buy
16,618
+100
+0.6% +$623 ﹤0.01% 1540
2020
Q3 		$84K Hold
16,518
– – ﹤0.01% 1461
2020
Q2 		$92K Hold
16,518
– – ﹤0.01% 1479
2020
Q1 		$115K Hold
16,518
– – ﹤0.01% 1374
2019
Q4 		$182K Hold
16,518
– – ﹤0.01% 1470
2019
Q3 		$175K Hold
16,518
– – ﹤0.01% 1453
2019
Q2 		$249K Buy
+16,518
New +$257K ﹤0.01% 1389
2016
Q4 		– Sell
-11,048
Closed -$132K – 1262
2016
Q3 		$132K Hold
11,048
– – ﹤0.01% 1167
2016
Q2 		$119K Hold
11,048
– – ﹤0.01% 1165
2016
Q1 		$112K Buy
11,048
+48
+0.4% +$462 ﹤0.01% 1186
2015
Q4 		$116K Buy
11,000
+1,000
+10% +$11.6K ﹤0.01% 1199
2015
Q3 		$124K Buy
+10,000
New +$148K ﹤0.01% 1192

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group's TWIN Position: Q1 2021 in Review

Baird Financial Group sold out of Twin Disc (TWIN) in Q1 2021, closing a stake of 16,618 shares — an estimated $130K sold.

Baird Financial Group first reported a position in TWIN in Q3 2015 and held it in 12 quarters. The position peaked at $249K in Q2 2019. 40 funds tracked by Wall St. Rank hold TWIN as of Q1 2021.

  • Baird Financial Group reported no remaining Twin Disc position as of Q1 2021 after selling out during the quarter.
  • Baird Financial Group sold 16,618 Twin Disc shares in Q1 2021, an estimated $130K.
  • Baird Financial Group first reported a position in Twin Disc in Q3 2015 and held it in 12 quarters.
  • Baird Financial Group's Twin Disc position peaked at $249K in Q2 2019.
  • 40 funds tracked by Wall St. Rank held Twin Disc as of Q1 2021.

Based on Baird Financial Group's 13F filing for Q1 2021, filed 13 May 2021.