AJO LP’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,766
| Closed | -$1.8M | – | 721 |
|
|
2019
Q2 | $1.8M | Sell |
1,766
-397
| -18% | -$406K | 0.01% | 422 |
|
|
2019
Q1 | $2M | Buy |
+2,163
| New | +$2M | 0.01% | 452 |
|
|
2014
Q1 | – | Sell |
-2,600
| Closed | -$1.57M | – | 467 |
|
|
2013
Q4 | $1.57M | Sell |
2,600
-8,500
| -77% | -$5.13M | 0.01% | 352 |
|
|
2013
Q3 | $6.3M | Sell |
11,100
-6,700
| -38% | -$3.8M | 0.03% | 256 |
|
|
2013
Q2 | $10.2M | Buy |
+17,800
| New | +$10.2M | 0.05% | 222 |
|