Symphony Asset Management’s Baldwin Insurance Group BWIN Stock Holding History

Symphony Asset 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
2020 Q2	–	Sell	-10,994	Closed	-$116K	–	50
2020 Q1	$116K	Sell	10,994 -50,547	-82%	-$769K	0.04%	41
2019 Q4	$988K	Buy	+61,541	New	+$982K	0.22%	56

Other funds holding BWIN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

EMFAT

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Symphony Asset Management's BWIN Position: Q2 2020 in Review

Symphony Asset Management sold out of Baldwin Insurance Group (BWIN) in Q2 2020, closing a stake of 10,994 shares — an estimated $116K sold.

Symphony Asset Management first reported a position in BWIN in Q4 2019 and held it in 2 quarters. The position peaked at $988K in Q4 2019. 100 funds tracked by Wall St. Rank hold BWIN as of Q2 2020.

Symphony Asset Management reported no remaining Baldwin Insurance Group position as of Q2 2020 after selling out during the quarter.
Symphony Asset Management sold 10,994 Baldwin Insurance Group shares in Q2 2020, an estimated $116K.
Symphony Asset Management first reported a position in Baldwin Insurance Group in Q4 2019 and held it in 2 quarters.
Symphony Asset Management's Baldwin Insurance Group position peaked at $988K in Q4 2019.
100 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2020.

Based on Symphony Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.