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Douglass Winthrop Advisors’s Blackbaud BLKB Stock Holding History

Douglass Winthrop Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,000
Closed -$296K – 283
2024
Q4 		$296K Hold
4,000
– – 0.01% 252
2024
Q3 		$339K Hold
4,000
– – 0.01% 231
2024
Q2 		$305K Sell
4,000
-4,000
-50% -$308K 0.01% 230
2024
Q1 		$593K Hold
8,000
– – 0.01% 176
2023
Q4 		$694K Buy
8,000
+4,000
+100% +$303K 0.02% 150
2023
Q3 		$281K Hold
4,000
– – 0.01% 206
2023
Q2 		$285K Hold
4,000
– – 0.01% 208
2023
Q1 		$277K Buy
+4,000
New +$240K 0.01% 212

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Douglass Winthrop Advisors's BLKB Position: Q1 2025 in Review

Douglass Winthrop Advisors sold out of Blackbaud (BLKB) in Q1 2025, closing a stake of 4,000 shares — an estimated $296K sold.

Douglass Winthrop Advisors first reported a position in BLKB in Q1 2023 and held it in 8 quarters. The position peaked at $694K in Q4 2023. 279 funds tracked by Wall St. Rank hold BLKB as of Q1 2025.

  • Douglass Winthrop Advisors reported no remaining Blackbaud position as of Q1 2025 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 4,000 Blackbaud shares in Q1 2025, an estimated $296K.
  • Douglass Winthrop Advisors first reported a position in Blackbaud in Q1 2023 and held it in 8 quarters.
  • Douglass Winthrop Advisors's Blackbaud position peaked at $694K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Blackbaud as of Q1 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2025, filed 14 May 2025.