Baldwin Investment Management’s Factset FDS Stock Holding History

Baldwin Investment Management’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-841	Closed	-$337K	–	202
2022 Q4	$337K	Buy	+841	New	+$358K	0.06%	159
2022 Q3	–	Sell	-570	Closed	-$219K	–	204
2022 Q2	$219K	Sell	570 -144	-20%	-$56.4K	0.04%	209
2022 Q1	$310K	Buy	714 +97	+16%	+$40.9K	0.05%	201
2021 Q4	$300K	Sell	617 -63	-9%	-$28.3K	0.05%	203
2021 Q3	$268K	Sell	680 -92	-12%	-$33.4K	0.05%	210
2021 Q2	$259K	Buy	+772	New	+$253K	0.04%	215

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldwin Investment Management's FDS Position: Q1 2023 in Review

Baldwin Investment Management sold out of Factset (FDS) in Q1 2023, closing a stake of 841 shares — an estimated $337K sold.

Baldwin Investment Management first reported a position in FDS in Q2 2021 and held it in 6 quarters. The position peaked at $337K in Q4 2022. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

Baldwin Investment Management reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
Baldwin Investment Management sold 841 Factset shares in Q1 2023, an estimated $337K.
Baldwin Investment Management first reported a position in Factset in Q2 2021 and held it in 6 quarters.
Baldwin Investment Management's Factset position peaked at $337K in Q4 2022.
720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Baldwin Investment Management's 13F filing for Q1 2023, filed 15 May 2023.