Dalton Investments’s Broadwind BWEN Stock Holding History

Dalton Investments’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,200	Closed	-$32K	–	37
2020 Q3	$32K	Hold	11,200	–	–	0.02%	42
2020 Q2	$42K	Hold	11,200	–	–	0.03%	42
2020 Q1	$16K	Hold	11,200	–	–	0.01%	43
2019 Q4	$19K	Hold	11,200	–	–	0.01%	39
2019 Q3	$19K	Hold	11,200	–	–	0.01%	41
2019 Q2	$25K	Hold	11,200	–	–	0.01%	43
2019 Q1	$19K	Hold	11,200	–	–	0.01%	43
2018 Q4	$15K	Hold	11,200	–	–	0.01%	38
2018 Q3	$24K	Hold	11,200	–	–	0.01%	37
2018 Q2	$26K	Hold	11,200	–	–	0.01%	37
2018 Q1	$25K	Hold	11,200	–	–	0.01%	32
2017 Q4	$30K	Hold	11,200	–	–	0.01%	32
2017 Q3	$36K	Hold	11,200	–	–	0.02%	28
2017 Q2	$56K	Hold	11,200	–	–	0.02%	29
2017 Q1	$93K	Hold	11,200	–	–	0.04%	29
2016 Q4	$45K	Hold	11,200	–	–	0.02%	29
2016 Q3	$49K	Buy	+11,200	New	+$51.1K	0.02%	28

Other funds holding BWEN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Dalton Investments's BWEN Position: Q4 2020 in Review

Dalton Investments sold out of Broadwind (BWEN) in Q4 2020, closing a stake of 11,200 shares — an estimated $32K sold.

Dalton Investments first reported a position in BWEN in Q3 2016 and held it in 17 quarters. The position peaked at $93K in Q1 2017. 50 funds tracked by Wall St. Rank hold BWEN as of Q4 2020.

Dalton Investments reported no remaining Broadwind position as of Q4 2020 after selling out during the quarter.
Dalton Investments sold 11,200 Broadwind shares in Q4 2020, an estimated $32K.
Dalton Investments first reported a position in Broadwind in Q3 2016 and held it in 17 quarters.
Dalton Investments's Broadwind position peaked at $93K in Q1 2017.
50 funds tracked by Wall St. Rank held Broadwind as of Q4 2020.

Based on Dalton Investments's 13F filing for Q4 2020, filed 16 Feb 2021.