Ackerman Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Ackerman Capital Advisors’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-400	Closed	-$446K	–	209
2019 Q4	$446K	Hold	400	–	–	0.13%	101
2019 Q3	$432K	Hold	400	–	–	0.15%	81
2019 Q2	$409K	Hold	400	–	–	2%	12
2019 Q1	$370K	Buy	+400	New	+$362K	1.98%	12
2018 Q4	–	Sell	-400	Closed	-$374K	–	152
2018 Q3	$374K	Buy	+400	New	+$371K	1.3%	32

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ackerman Capital Advisors's WTM Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 400 shares — an estimated $446K sold.

Ackerman Capital Advisors first reported a position in WTM in Q3 2018 and held it in 5 quarters. The position peaked at $446K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Ackerman Capital Advisors reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 400 White Mountains Insurance shares in Q1 2020, an estimated $446K.
Ackerman Capital Advisors first reported a position in White Mountains Insurance in Q3 2018 and held it in 5 quarters.
Ackerman Capital Advisors's White Mountains Insurance position peaked at $446K in Q4 2019.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.