Chicago Equity Partners’s White Mountains Insurance WTM Stock Holding History

Chicago Equity Partners’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	-192	Closed	-$214K	–	880
2019 Q4	$214K	Hold	192	–	–	0.01%	817
2019 Q3	$207K	Buy	+192	New	+$205K	0.01%	833

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

Chicago Equity Partners's WTM Position: Q1 2020 in Review

Chicago Equity Partners sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 192 shares — an estimated $214K sold.

Chicago Equity Partners first reported a position in WTM in Q3 2019 and held it in 2 quarters. The position peaked at $214K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Chicago Equity Partners reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Chicago Equity Partners sold 192 White Mountains Insurance shares in Q1 2020, an estimated $214K.
Chicago Equity Partners first reported a position in White Mountains Insurance in Q3 2019 and held it in 2 quarters.
Chicago Equity Partners's White Mountains Insurance position peaked at $214K in Q4 2019.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.