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Baldwin Wealth Partners’s SFL Corp SFL Stock Holding History

Baldwin Wealth Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,000
Closed -$37K – 565
2020
Q3 		$37K Sell
5,000
-1,200
-19% -$10.5K 0.01% 329
2020
Q2 		$58K Hold
6,200
– – 0.01% 275
2020
Q1 		$59K Hold
6,200
– – 0.01% 259
2019
Q4 		$90K Hold
6,200
– – 0.01% 249
2019
Q3 		$87K Hold
6,200
– – 0.01% 245
2019
Q2 		$78K Buy
6,200
+5,000
+417% +$63.2K 0.01% 267
2019
Q1 		$15K Sell
1,200
-5,000
-81% -$60.4K ﹤0.01% 418
2018
Q4 		$65K Hold
6,200
– – 0.01% 266
2018
Q3 		$86K Hold
6,200
– – 0.01% 266
2018
Q2 		$93K Hold
6,200
– – 0.01% 262
2018
Q1 		$89K Hold
6,200
– – 0.01% 246
2017
Q4 		$96K Hold
6,200
– – 0.02% 248
2017
Q3 		$90K Hold
6,200
– – 0.01% 243
2017
Q2 		$84K Hold
6,200
– – 0.01% 252
2017
Q1 		$91K Buy
6,200
+400
+7% +$5.95K 0.02% 246
2016
Q4 		$86K Hold
5,800
– – 0.02% 245
2016
Q3 		$85K Hold
5,800
– – 0.02% 253
2016
Q2 		$85K Sell
5,800
-1,600
-22% -$23.8K 0.02% 223
2016
Q1 		$103K Buy
+7,400
New +$99.5K 0.02% 236
2014
Q4 		– Sell
-14,900
Closed -$252K – 265
2014
Q3 		$252K Buy
+14,900
New +$277K 0.04% 225

Other funds holding SFL

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return