Lion Street Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,150
Closed -$284K 297
2023
Q1
$284K Buy
+11,150
New +$310K 0.09% 189

Other funds holding BWIN

Lion Street Advisors's BWIN Position: Q2 2023 in Review

Lion Street Advisors sold out of Baldwin Insurance Group (BWIN) in Q2 2023, closing a stake of 11,150 shares — an estimated $284K sold.

Lion Street Advisors first reported a position in BWIN in Q1 2023 and held it in 1 quarter. The position peaked at $284K in Q1 2023. 147 funds tracked by Wall St. Rank hold BWIN as of Q2 2023.

  • Lion Street Advisors reported no remaining Baldwin Insurance Group position as of Q2 2023 after selling out during the quarter.
  • Lion Street Advisors sold 11,150 Baldwin Insurance Group shares in Q2 2023, an estimated $284K.
  • Lion Street Advisors first reported a position in Baldwin Insurance Group in Q1 2023 and held it in 1 quarter.
  • Lion Street Advisors's Baldwin Insurance Group position peaked at $284K in Q1 2023.
  • 147 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2023.

Based on Lion Street Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.