FDx Advisors’s Baldwin Insurance Group BWIN Stock Holding History

FDx Advisors’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 Q4	–	Sell	-7,942	Closed	-$209K	–	796
2022 Q3	$209K	Buy	+7,942	New	+$226K	0.01%	679
2022 Q1	–	Sell	-5,686	Closed	-$205K	–	913
2021 Q4	$205K	Buy	+5,686	New	+$210K	0.01%	828

Other funds holding BWIN

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

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

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

FDx Advisors's BWIN Position: Q4 2022 in Review

FDx Advisors sold out of Baldwin Insurance Group (BWIN) in Q4 2022, closing a stake of 7,942 shares — an estimated $209K sold.

FDx Advisors first reported a position in BWIN in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2022. 151 funds tracked by Wall St. Rank hold BWIN as of Q4 2022.

FDx Advisors reported no remaining Baldwin Insurance Group position as of Q4 2022 after selling out during the quarter.
FDx Advisors sold 7,942 Baldwin Insurance Group shares in Q4 2022, an estimated $209K.
FDx Advisors first reported a position in Baldwin Insurance Group in Q4 2021 and held it in 2 quarters.
FDx Advisors's Baldwin Insurance Group position peaked at $209K in Q3 2022.
151 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2022.

Based on FDx Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.