TC
BWIN

Telemus Capital’s Baldwin Insurance Group BWIN Stock Holding History

Telemus 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
2020
Q4 		– Sell
-10,000
Closed -$277K – 448
2020
Q3 		$277K Buy
+10,000
New +$216K 0.02% 382

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N
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EA
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EMFAT
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Goldman Sachs
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GPC
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Telemus Capital's BWIN Position: Q4 2020 in Review

Telemus Capital sold out of Baldwin Insurance Group (BWIN) in Q4 2020, closing a stake of 10,000 shares — an estimated $277K sold.

Telemus Capital first reported a position in BWIN in Q3 2020 and held it in 1 quarter. The position peaked at $277K in Q3 2020. 132 funds tracked by Wall St. Rank hold BWIN as of Q4 2020.

  • Telemus Capital reported no remaining Baldwin Insurance Group position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 10,000 Baldwin Insurance Group shares in Q4 2020, an estimated $277K.
  • Telemus Capital first reported a position in Baldwin Insurance Group in Q3 2020 and held it in 1 quarter.
  • Telemus Capital's Baldwin Insurance Group position peaked at $277K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.