Baldwin Investment Management, LLC Reduced Holdings in Q4 2024

Baldwin Investment Management, LLC

  • $365 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.37K
- 31.05%
$178.39 - $215.0 $244K - $294K
3.04K $585K
XLK
Technology Sector Spdr

ETFs
-1.07K
- 25.09%
$220.26 - $241.44 $236K - $258K
3.2K $742K
VEA
Vanguard Ftse Developed Market

ETFs
-3.65K
- 46.58%
$47.57 - $52.44 $174K - $191K
4.18K $200K
YUM
Yum Brands Inc

Consumer Cyclical
-1.19K
- 14.74%
$130.36 - $139.54 $156K - $166K
6.9K $925K
KMB
Kimberly Clark Corp

Consumer Defensive
-62
- 0.38%
$130.37 - $146.09 $8.08K - $9.06K
16.3K $2.14M
BEP
Brookfield Renewable Partners L.P.

Utilities
-1.2K
- 4.0%
$22.59 - $28.9 $27.1K - $34.7K
28.8K $657K
TECK
Teck Resources LTD

Basic Materials
-1.38K
- 12.46%
$39.99 - $52.38 $55K - $72K
9.66K $391K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.65K
- 39.71%
$84.3 - $106.41 $139K - $176K
2.51K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
-759
- 8.51%
$160.89 - $176.18 $122K - $134K
8.16K $1.32M
SNPS
Synopsys Inc

Technology
-109
- 2.12%
$485.36 - $588.0 $52.9K - $64.1K
5.04K $2.45M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-6.37K
- 8.61%
$4.96 - $6.57 $31.6K - $41.8K
67.6K $335K
CVX
Chevron Corp

Energy
-913
- 9.37%
$141.15 - $162.53 $129K - $148K
8.83K $1.28M
CL
Colgate Palmolive CO

Consumer Defensive
-1.07K
- 24.03%
$90.22 - $102.31 $96.4K - $109K
3.38K $307K
ASML
Asml Holding Nv

Technology
-38
- 4.22%
$658.43 - $872.27 $25K - $33.1K
862 $597K
CB
Chubb LTD

Financial Services
-296
- 5.69%
$271.57 - $301.89 $80.4K - $89.4K
4.91K $1.36M
SHEL
Shell PLC

Energy
-1.69K
- 19.44%
$60.63 - $70.23 $102K - $119K
6.99K $438K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-617
- 9.42%
$174.22 - $187.62 $107K - $116K
5.94K $1.04M
CTVA
Corteva, Inc.

Basic Materials
-1.65K
- 8.99%
$55.21 - $64.13 $91.1K - $106K
16.7K $951K
KO
Coca Cola CO

Consumer Defensive
-515
- 5.52%
$61.74 - $71.71 $31.8K - $36.9K
8.82K $549K
PFE
Pfizer Inc

Healthcare
-2.32K
- 11.43%
$24.8 - $30.19 $57.5K - $70K
18K $476K
CMI
Cummins Inc

Industrials
-465
- 22.41%
$324.93 - $383.42 $151K - $178K
1.61K $561K
SBUX
Starbucks Corp

Consumer Cyclical
-150
- 1.13%
$87.44 - $102.5 $13.1K - $15.4K
13.1K $1.19M
CMCSA
Comcast Corp

Communication Services
-709
- 4.24%
$37.39 - $45.14 $26.5K - $32K
16K $601K
TMUS
T Mobile Us, Inc.

Communication Services
-1.05K
- 9.92%
$206.1 - $246.94 $216K - $259K
9.52K $2.1M
BIDU
Baidu, Inc.

Communication Services
-123
- 3.68%
$80.33 - $115.13 $9.88K - $14.2K
3.22K $271K
ORCL
Oracle Corp

Technology
-269
- 3.4%
$165.41 - $192.43 $44.5K - $51.8K
7.64K $1.27M
RYAAY
Ryanair Holdings PLC

Industrials
-866
- 4.04%
$42.1 - $47.3 $36.5K - $41K
20.6K $895K
SYY
Sysco Corp

Consumer Defensive
-735
- 13.09%
$73.63 - $81.77 $54.1K - $60.1K
4.88K $373K
EWJ
Ishares Msci Japan ETF

ETFs
-279
- 3.22%
$66.18 - $71.84 $18.5K - $20K
8.39K $562K
INFY
Infosys LTD

Technology
-1.13K
- 1.44%
$20.71 - $23.42 $23.4K - $26.5K
77.2K $1.69M
CHKP
Check Point Software Technologies LTD

Technology
-161
- 5.81%
$170.18 - $209.01 $27.4K - $33.7K
2.61K $487K
MCK
Mckesson Corp

Healthcare
-297
- 18.37%
$482.27 - $628.5 $143K - $187K
1.32K $752K
BMY
Bristol Myers Squibb CO

Healthcare
-1.75K
- 15.7%
$51.92 - $59.94 $90.9K - $105K
9.4K $531K
IBN
Icici Bank LTD

Financial Services
-1.32K
- 2.29%
$28.69 - $31.9 $37.8K - $42K
56.2K $1.68M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-250
- 11.11%
$104.54 - $137.94 $26.1K - $34.5K
2K $243K
ADSK
Autodesk, Inc.

Technology
-153
- 4.1%
N/A
3.58K $879K
ROK
Rockwell Automation, Inc

Industrials
-239
- 9.68%
$264.65 - $302.92 $63.3K - $72.4K
2.23K $637K
AVUV
American Centy ETF Tr Avantis

ETFs
-202
- 4.85%
$94.37 - $106.41 $19.1K - $21.5K
3.97K $382K
VOT
Vanguard Mid Cap Growth Index

ETFs
-285
- 5.01%
$241.48 - $274.89 $68.8K - $78.3K
5.4K $1.37M
RPM
Rpm International Inc

Basic Materials
-200
- 3.85%
$120.09 - $140.26 $24K - $28.1K
5K $615K
CHK
Chesapeake Energy Corp

Energy
-147
- 4.07%
$81.46 - $87.57 $12K - $12.9K
3.47K $297K
Jacobs Solutions Inc
-3.3K
- 35.76%
N/A
5.92K $0
Veralto Ord Wi
-127
- 3.92%
N/A
3.11K $0
Blackrock Inc
-234
- 4.72%
N/A
4.72K $0
Ge Healthcare Technologies
-450
- 6.74%
N/A
6.22K $0
Berkshire Hathaway Cl A
-55.2K
- 99.0%
N/A
558 $0
Linde PLC
-1.82K
- 13.36%
N/A
11.8K $0
FDX
Fedex Corp

Industrials
-55
- 2.64%
$260.5 - $305.15 $14.3K - $16.8K
2.03K $571K
PCAR
Paccar Inc

Industrials
-100
- 3.96%
$97.92 - $118.41 $9.79K - $11.8K
2.43K $252K
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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