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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Baldwin Wealth Partners's SFL Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of SFL Corp (SFL) in Q4 2020, closing a stake of 5,000 shares — an estimated $37K sold.

Baldwin Wealth Partners first reported a position in SFL in Q3 2014 and held it in 20 quarters. The position peaked at $252K in Q3 2014. 155 funds tracked by Wall St. Rank hold SFL as of Q4 2020.

Baldwin Wealth Partners reported no remaining SFL Corp position as of Q4 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 5,000 SFL Corp shares in Q4 2020, an estimated $37K.
Baldwin Wealth Partners first reported a position in SFL Corp in Q3 2014 and held it in 20 quarters.
Baldwin Wealth Partners's SFL Corp position peaked at $252K in Q3 2014.
155 funds tracked by Wall St. Rank held SFL Corp as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.