KENNEDY CAPITAL SMALL CAP GROWTH FUND BWIN Holdings History
KENNEDY CAPITAL SMALL CAP GROWTH FUND's The Baldwin Insurance Group Inc Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 216.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $9,650.00. This investment constitutes 2.27% of their stock portfolio, and Investment Managers Series Trust II now holds 0% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.
The initial trade took place in 2022Q2. And since then KENNEDY CAPITAL SMALL CAP GROWTH FUND has made 3 purchases of BWIN, at an average price of $27.37, for a total of 791.00 shares. In addition, there have been 3 sales at an average price of $31.77 for 575.00 shares. Based on historical transaction data and BWIN's current price of $42.32, KENNEDY CAPITAL SMALL CAP GROWTH FUND's estimated gain on his BWIN holdings is $5,754.54, reflecting a 26.58% gain to date.
KENNEDY CAPITAL SMALL CAP GROWTH FUND BWIN ($42.32) Holding Chart
KENNEDY CAPITAL SMALL CAP GROWTH FUND BWIN ($42.32) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
