Calamos Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Calamos Advisors’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
2022 Q2	–	Sell	-190,319	Closed	-$5.11M	–	1226
2022 Q1	$5.11M	Sell	190,319 -65,265	-26%	-$1.88M	0.02%	681
2021 Q4	$9.23M	Buy	255,584 +52,356	+26%	+$1.93M	0.03%	522
2021 Q3	$6.76M	Buy	203,228 +165,326	+436%	+$5.18M	0.03%	532
2021 Q2	$1.01M	Sell	37,902 -27,343	-42%	-$742K	﹤0.01%	802
2021 Q1	$1.78M	Sell	65,245 -119,785	-65%	-$3.26M	0.01%	707
2020 Q4	$5.54M	Buy	185,030 +65,918	+55%	+$1.91M	0.03%	477
2020 Q3	$2.97M	Buy	+119,112	New	+$2.58M	0.02%	540

Other funds holding BWIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

Calamos Advisors's BWIN Position: Q2 2022 in Review

Calamos Advisors sold out of Baldwin Insurance Group (BWIN) in Q2 2022, closing a stake of 190,319 shares — an estimated $5.11M sold.

Calamos Advisors first reported a position in BWIN in Q3 2020 and held it in 7 quarters. The position peaked at $9.23M in Q4 2021. 152 funds tracked by Wall St. Rank hold BWIN as of Q2 2022.

Calamos Advisors reported no remaining Baldwin Insurance Group position as of Q2 2022 after selling out during the quarter.
Calamos Advisors sold 190,319 Baldwin Insurance Group shares in Q2 2022, an estimated $5.11M.
Calamos Advisors first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 7 quarters.
Calamos Advisors's Baldwin Insurance Group position peaked at $9.23M in Q4 2021.
152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2022.

Based on Calamos Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.