Ergoteles’s Baldwin Insurance Group BWIN Stock Holding History

Ergoteles’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
2022 Q2	–	Sell	-70,134	Closed	-$1.88M	–	2066
2022 Q1	$1.88M	Buy	+70,134	New	+$2.02M	0.07%	268

Other funds holding BWIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Venator Management Pittsburgh, Pennsylvania $416M AUM 16.01% 1-Year Est. Return

Ergoteles's BWIN Position: Q2 2022 in Review

Ergoteles sold out of Baldwin Insurance Group (BWIN) in Q2 2022, closing a stake of 70,134 shares — an estimated $1.88M sold.

Ergoteles first reported a position in BWIN in Q1 2022 and held it in 1 quarter. The position peaked at $1.88M in Q1 2022. 152 funds tracked by Wall St. Rank hold BWIN as of Q2 2022.

Ergoteles reported no remaining Baldwin Insurance Group position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 70,134 Baldwin Insurance Group shares in Q2 2022, an estimated $1.88M.
Ergoteles first reported a position in Baldwin Insurance Group in Q1 2022 and held it in 1 quarter.
Ergoteles's Baldwin Insurance Group position peaked at $1.88M in Q1 2022.
152 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.