CHA
WTM icon

Carmichael Hill & Associates’s White Mountains Insurance WTM Stock Holding History

Carmichael Hill & Associates’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
Q2 		– Sell
-10
Closed -$9K – 731
2020
Q1 		$9K Hold
10
– – 0.01% 481
2019
Q4 		$11K Buy
+10
New +$10.9K 0.01% 480

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Carmichael Hill & Associates's WTM Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 10 shares — an estimated $9K sold.

Carmichael Hill & Associates first reported a position in WTM in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 10 White Mountains Insurance shares in Q2 2020, an estimated $9K.
  • Carmichael Hill & Associates first reported a position in White Mountains Insurance in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's White Mountains Insurance position peaked at $11K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.