BIM
BWIN

Bogle Investment Management’s Baldwin Insurance Group BWIN Stock Holding History

Bogle Investment Management’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-27,600
Closed -$443K – 360
2019
Q4 		$443K Buy
+27,600
New +$440K 0.04% 230

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EA
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EMFAT
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PFMOSF
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American Century Companies
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State of Wisconsin Investment Board
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Bogle Investment Management's BWIN Position: Q1 2020 in Review

Bogle Investment Management sold out of Baldwin Insurance Group (BWIN) in Q1 2020, closing a stake of 27,600 shares — an estimated $443K sold.

Bogle Investment Management first reported a position in BWIN in Q4 2019 and held it in 1 quarter. The position peaked at $443K in Q4 2019. 62 funds tracked by Wall St. Rank hold BWIN as of Q1 2020.

  • Bogle Investment Management reported no remaining Baldwin Insurance Group position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 27,600 Baldwin Insurance Group shares in Q1 2020, an estimated $443K.
  • Bogle Investment Management first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 1 quarter.
  • Bogle Investment Management's Baldwin Insurance Group position peaked at $443K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.