Pinz Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Pinz Capital Management’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 Q1	–	Sell	-2,100	Closed	-$76K	–	237
2021 Q4	$76K	Sell	2,100 -76,742	-97%	-$2.84M	0.03%	271
2021 Q3	$2.63M	Buy	+78,842	New	+$2.47M	1.19%	35
2021 Q1	–	Sell	-159,000	Closed	-$4.76M	–	382
2020 Q4	$4.76M	Buy	+159,000	New	+$4.6M	2.17%	9
2020 Q3	–	Sell	-79,600	Closed	-$1.38M	–	187
2020 Q2	$1.38M	Buy	+79,600	New	+$961K	0.63%	80

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

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

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

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

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

GPC

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

Pinz Capital Management's BWIN Position: Q1 2022 in Review

Pinz Capital Management sold out of Baldwin Insurance Group (BWIN) in Q1 2022, closing a stake of 2,100 shares — an estimated $76K sold.

Pinz Capital Management first reported a position in BWIN in Q2 2020 and held it in 4 quarters. The position peaked at $4.76M in Q4 2020. 149 funds tracked by Wall St. Rank hold BWIN as of Q1 2022.

Pinz Capital Management reported no remaining Baldwin Insurance Group position as of Q1 2022 after selling out during the quarter.
Pinz Capital Management sold 2,100 Baldwin Insurance Group shares in Q1 2022, an estimated $76K.
Pinz Capital Management first reported a position in Baldwin Insurance Group in Q2 2020 and held it in 4 quarters.
Pinz Capital Management's Baldwin Insurance Group position peaked at $4.76M in Q4 2020.
149 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2022.

Based on Pinz Capital Management's 13F filing for Q1 2022, filed 16 May 2022.