Fidelity Disruptive Finance Fund BWIN Holdings History
Fidelity Disruptive Finance Fund's The Baldwin Insurance Group Inc Holding Summary
As of 2023-05-31, FIDELITY SUMMER STREET TRUST held 83,799.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $1.68 Mil. This investment constitutes 4.13% of their stock portfolio, and FIDELITY SUMMER STREET TRUST now holds 0.13% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.
The initial trade took place in 2020Q3. And since then Fidelity Disruptive Finance Fund has made 2 purchases of BWIN, at an average price of $25.42, for a total of 135,702.00 shares. In addition, there have been 3 sales at an average price of $28.36 for 51,903.00 shares. Based on historical transaction data and BWIN's current price of $41.94, Fidelity Disruptive Finance Fund's estimated gain on his BWIN holdings is $1.54 Mil, reflecting a 44.56% gain to date.
Fidelity Disruptive Finance Fund BWIN ($41.94) Holding Chart
Fidelity Disruptive Finance Fund BWIN ($41.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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