CM
BWIN

Crestline Management’s Baldwin Insurance Group BWIN Stock Holding History

Crestline 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
2021
Q1 		– Sell
-34,225
Closed -$1.03M – 156
2020
Q4 		$1.03M Buy
+34,225
New +$990K 0.11% 85

Other funds holding BWIN

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crestline Management's BWIN Position: Q1 2021 in Review

Crestline Management sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 34,225 shares — an estimated $1.03M sold.

Crestline Management first reported a position in BWIN in Q4 2020 and held it in 1 quarter. The position peaked at $1.03M in Q4 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

  • Crestline Management reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
  • Crestline Management sold 34,225 Baldwin Insurance Group shares in Q1 2021, an estimated $1.03M.
  • Crestline Management first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 1 quarter.
  • Crestline Management's Baldwin Insurance Group position peaked at $1.03M in Q4 2020.
  • 113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on Crestline Management's 13F filing for Q1 2021, filed 14 May 2021.