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Baldwin Investment Management’s TRI-Continental Corp TY Stock Holding History

Baldwin Investment Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,316
Closed -$226K – 235
2022
Q1 		$226K Hold
7,316
– – 0.03% 232
2021
Q4 		$243K Hold
7,316
– – 0.04% 228
2021
Q3 		$244K Hold
7,316
– – 0.04% 219
2021
Q2 		$249K Buy
+7,316
New +$248K 0.04% 221

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Baldwin Investment Management's TY Position: Q2 2022 in Review

Baldwin Investment Management sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 7,316 shares — an estimated $226K sold.

Baldwin Investment Management first reported a position in TY in Q2 2021 and held it in 4 quarters. The position peaked at $249K in Q2 2021. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • Baldwin Investment Management reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 7,316 TRI-Continental Corp shares in Q2 2022, an estimated $226K.
  • Baldwin Investment Management first reported a position in TRI-Continental Corp in Q2 2021 and held it in 4 quarters.
  • Baldwin Investment Management's TRI-Continental Corp position peaked at $249K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.