Number of Shares
661,707.00
Current Holdings Value*
$27.54 Mil
% of Portfolio
2.72%
Total Estimate Gain
$11.93 Mil
% of Total Estimate Gain
49.66%

Fidelity Small Cap Stock Fund's The Baldwin Insurance Group Inc Holding Summary

As of 2025-04-30, FIDELITY CONCORD STREET TRUST held 661,707.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $27.54 Mil. This investment constitutes 2.72% of their stock portfolio, and FIDELITY CONCORD STREET TRUST now holds 0.94% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.

The initial trade took place in 2023Q4. And since then Fidelity Small Cap Stock Fund has made 4 purchases of BWIN, at an average price of $28.55, for a total of 841,300.00 shares. In addition, there have been 1 sales at an average price of $41.74 for 179,593.00 shares. Based on historical transaction data and BWIN's current price of $42.99, Fidelity Small Cap Stock Fund's estimated gain on his BWIN holdings is $11.93 Mil, reflecting a 49.66% gain to date.

Fidelity Small Cap Stock Fund BWIN ($42.99) Holding Chart

Fidelity Small Cap Stock Fund BWIN ($42.99) 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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