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Baldwin Investment Management’s WD-40 WDFC Stock Holding History

Baldwin Investment Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-980
Closed -$240 – 262
2021
Q4 		$240 Hold
980
– – 0.04% 229
2021
Q3 		$227K Sell
980
-25
-2% -$6K 0.04% 227
2021
Q2 		$258K Buy
1,005
+25
+3% +$6.39K 0.04% 217
2021
Q1 		$300K Hold
980
– – 0.05% 205
2020
Q4 		$260K Buy
+980
New +$237K 0.05% 205

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldwin Investment Management's WDFC Position: Q1 2022 in Review

Baldwin Investment Management sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 980 shares — an estimated $240 sold.

Baldwin Investment Management first reported a position in WDFC in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q1 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

  • Baldwin Investment Management reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 980 WD-40 shares in Q1 2022, an estimated $240.
  • Baldwin Investment Management first reported a position in WD-40 in Q4 2020 and held it in 5 quarters.
  • Baldwin Investment Management's WD-40 position peaked at $300K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.