Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BALDWIN INVESTMENT MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 192 | 598,052,139 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
T Rowe Price Group Inc | Common Stock | 151 | $540,395 | 5,153 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
iShares TIPS Bond Fund | Barclys TIPS BD | 152 | $539,344 | 5,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
Insperity Inc | Common Stock | 153 | $536,800 | 5,500 | 0.00 | 0.00 | -2,150 | -28.10 | 09-30-2023 |
Pfizer Inc. | Common Stock | 154 | $522,361 | 15,748 | 0.00 | 0.00 | -1,928 | -10.91 | 09-30-2023 |