CIP
BWIN

Chartwell Investment Partners’s Baldwin Insurance Group BWIN Stock Holding History

Chartwell Investment Partners’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
2021
Q1 		– Sell
-35,145
Closed -$1.05M – 441
2020
Q4 		$1.05M Sell
35,145
-8,082
-19% -$234K 0.03% 357
2020
Q3 		$1.08M Buy
+43,227
New +$936K 0.04% 340

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N
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EMFAT
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GPC
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EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Goldman Sachs
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Chartwell Investment Partners's BWIN Position: Q1 2021 in Review

Chartwell Investment Partners sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 35,145 shares — an estimated $1.05M sold.

Chartwell Investment Partners first reported a position in BWIN in Q3 2020 and held it in 2 quarters. The position peaked at $1.08M in Q3 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

  • Chartwell Investment Partners reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
  • Chartwell Investment Partners sold 35,145 Baldwin Insurance Group shares in Q1 2021, an estimated $1.05M.
  • Chartwell Investment Partners first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 2 quarters.
  • Chartwell Investment Partners's Baldwin Insurance Group position peaked at $1.08M in Q3 2020.
  • 113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on Chartwell Investment Partners's 13F filing for Q1 2021, filed 3 May 2021.