FORA Capital’s Baldwin Insurance Group BWIN Stock Holding History

FORA Capital’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
2021 Q1	–	Sell	-2,069	Closed	-$62K	–	1161
2020 Q4	$62K	Buy	+2,069	New	+$59.9K	0.01%	748

Other funds holding BWIN

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

GPC

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FORA Capital's BWIN Position: Q1 2021 in Review

FORA Capital sold out of Baldwin Insurance Group (BWIN) in Q1 2021, closing a stake of 2,069 shares — an estimated $62K sold.

FORA Capital first reported a position in BWIN in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 113 funds tracked by Wall St. Rank hold BWIN as of Q1 2021.

FORA Capital reported no remaining Baldwin Insurance Group position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 2,069 Baldwin Insurance Group shares in Q1 2021, an estimated $62K.
FORA Capital first reported a position in Baldwin Insurance Group in Q4 2020 and held it in 1 quarter.
FORA Capital's Baldwin Insurance Group position peaked at $62K in Q4 2020.
113 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.