Baldwin Investment Management, LLC Sells in Q3 2024

Baldwin Investment Management, LLC

  • $388 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
-360
- 4.26%
$125.95 - $139.96 $45.3K - $50.4K
8.09K $1.13M
XLF
Financial Sector Spdr

ETFs
-250
- 3.29%
$40.84 - $45.74 $10.2K - $11.4K
7.36K $333K
TJX
Tjx Companies Inc

Consumer Cyclical
-775
- 5.11%
$107.93 - $120.23 $83.6K - $93.2K
14.4K $1.69M
PM
Philip Morris International Inc.

Consumer Defensive
-150
- 6.12%
$101.25 - $127.45 $15.2K - $19.1K
2.3K $279K
INDA
Ishares Msci India Index Fund

ETFs
-550
- 2.32%
$54.86 - $59.22 $30.2K - $32.6K
23.2K $1.36M
KO
Coca Cola CO

Consumer Defensive
-250
- 2.61%
$62.69 - $73.01 $15.7K - $18.3K
9.34K $670K
PLD
Prologis, Inc.

Real Estate
-732
- 6.26%
$111.95 - $132.43 $81.9K - $96.9K
11K $1.38M
VBR
Vanguard Small Cap Value ETF

ETFs
-186
- 2.86%
$179.99 - $201.6 $33.5K - $37.5K
6.32K $1.27M
BMY
Bristol Myers Squibb CO

Healthcare
-700
- 5.91%
$39.66 - $51.75 $27.8K - $36.2K
11.1K $576K
BEP
Brookfield Renewable Partners L.P.

Utilities
-576
- 1.88%
$23.3 - $28.3 $13.4K - $16.3K
30K $845K
CME
Cme Group Inc.

Financial Services
-135
- 2.44%
$193.43 - $220.62 $26.1K - $29.8K
5.39K $1.19M
DUK
Duke Energy Corp

Utilities
-215
- 2.43%
$99.35 - $117.71 $21.4K - $25.3K
8.63K $995K
CB
Chubb LTD

Financial Services
-240
- 4.41%
$252.51 - $292.2 $60.6K - $70.1K
5.2K $1.5M
SHW
Sherwin Williams CO

Basic Materials
-30
- 1.95%
$294.65 - $384.0 $8.84K - $11.5K
1.51K $574K
SO
Southern CO

Utilities
-401
- 3.22%
$77.0 - $90.52 $30.9K - $36.3K
12.1K $1.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-510
- 2.41%
$64.35 - $75.71 $32.8K - $38.6K
20.7K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
-670
- 9.39%
$245.82 - $304.51 $165K - $204K
6.47K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-220
- 1.21%
$105.53 - $118.34 $23.2K - $26K
17.9K $2.1M
COST
Costco Wholesale Corp

Consumer Defensive
-218
- 2.16%
$801.83 - $917.05 $175K - $200K
9.86K $8.74M
V
Visa Inc.

Financial Services
-195
- 1.05%
$253.74 - $291.56 $49.5K - $56.9K
18.4K $5.05M
TT
Trane Technologies PLC

Industrials
-50
- 1.46%
$314.21 - $388.71 $15.7K - $19.4K
3.37K $1.31M
JNJ
Johnson & Johnson

Healthcare
-775
- 3.83%
$145.48 - $167.38 $113K - $130K
19.5K $3.16M
SBUX
Starbucks Corp

Consumer Cyclical
-434
- 3.18%
$72.51 - $98.6 $31.5K - $42.8K
13.2K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
-860
- 1.63%
$194.9 - $224.8 $168K - $193K
51.9K $10.9M
NKE
Nike, Inc.

Consumer Cyclical
-349
- 1.49%
$71.09 - $89.44 $24.8K - $31.2K
23K $2.04M
UNP
Union Pacific Corp

Industrials
-165
- 1.05%
$221.78 - $256.09 $36.6K - $42.3K
15.6K $3.85M
GS
Goldman Sachs Group Inc

Financial Services
-49
- 0.62%
$459.02 - $510.25 $22.5K - $25K
7.86K $3.89M
DHR
Danaher Corp

Healthcare
-348
- 2.14%
$239.25 - $280.76 $83.3K - $97.7K
15.9K $4.43M
LOW
Lowes Companies Inc

Consumer Cyclical
-600
- 5.67%
$213.3 - $270.78 $128K - $162K
9.98K $2.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-108
- 1.37%
$531.86 - $624.21 $57.4K - $67.4K
7.76K $4.8M
CAT
Caterpillar Inc

Industrials
-302
- 3.0%
$316.8 - $391.12 $95.7K - $118K
9.75K $3.81M
BX
Blackstone Inc.

Financial Services
-195
- 1.14%
$120.77 - $159.66 $23.6K - $31.1K
16.9K $2.59M
AMT
American Tower Corp

Real Estate
-130
- 0.97%
$192.27 - $242.73 $25K - $31.6K
13.3K $3.1M
ZTS
Zoetis Inc.

Healthcare
-940
- 3.04%
$172.58 - $196.48 $162K - $185K
30K $5.85M
HD
Home Depot, Inc.

Consumer Cyclical
-414
- 3.49%
$333.64 - $405.2 $138K - $168K
11.5K $4.64M
ABBV
Abb Vie Inc.

Healthcare
-1.02K
- 3.23%
$163.84 - $199.33 $167K - $203K
30.5K $6.01M
RTX
Raytheon Technologies Corp

Industrials
-326
- 0.89%
$99.55 - $123.34 $32.5K - $40.2K
36.4K $4.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-777
- 3.76%
$405.19 - $478.57 $315K - $372K
19.9K $9.16M
AAPL
Apple Inc.

Technology
-352
- 0.48%
$207.23 - $234.82 $72.9K - $82.7K
73.6K $17.1M
Activity Summary
Buys All Purchases 72 New Holdings 15 Increased Positions 57 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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