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Baldwin Investment Management’s Penske Automotive Group PAG Stock Holding History

Baldwin Investment Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,600
Closed -$313K – 164
2018
Q3 		$313K Hold
6,600
– – 0.09% 133
2018
Q2 		$309K Buy
+6,600
New +$311K 0.1% 136

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Victory Capital Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldwin Investment Management's PAG Position: Q4 2018 in Review

Baldwin Investment Management sold out of Penske Automotive Group (PAG) in Q4 2018, closing a stake of 6,600 shares — an estimated $313K sold.

Baldwin Investment Management first reported a position in PAG in Q2 2018 and held it in 2 quarters. The position peaked at $313K in Q3 2018. 264 funds tracked by Wall St. Rank hold PAG as of Q4 2018.

  • Baldwin Investment Management reported no remaining Penske Automotive Group position as of Q4 2018 after selling out during the quarter.
  • Baldwin Investment Management sold 6,600 Penske Automotive Group shares in Q4 2018, an estimated $313K.
  • Baldwin Investment Management first reported a position in Penske Automotive Group in Q2 2018 and held it in 2 quarters.
  • Baldwin Investment Management's Penske Automotive Group position peaked at $313K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2018.

Based on Baldwin Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.