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Disciplined Investments’s White Mountains Insurance WTM Stock Holding History

Disciplined Investments’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
2022
Q3 		– Sell
-2
Closed -$2K – 1656
2022
Q2 		$2K Hold
2
– – ﹤0.01% 764
2022
Q1 		$2K Buy
+2
New +$2.09K ﹤0.01% 819

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Disciplined Investments's WTM Position: Q3 2022 in Review

Disciplined Investments sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 2 shares — an estimated $2K sold.

Disciplined Investments first reported a position in WTM in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • Disciplined Investments reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 2 White Mountains Insurance shares in Q3 2022, an estimated $2K.
  • Disciplined Investments first reported a position in White Mountains Insurance in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's White Mountains Insurance position peaked at $2K in Q2 2022.
  • 252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.