DWA
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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 $680M AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return