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Ellis Investment Partners’s White Mountains Insurance WTM Stock Holding History

Ellis Investment 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
Q2 		– Sell
-5
Closed -$4K – 763
2020
Q1 		$4K Buy
+5
New +$5.17K ﹤0.01% 598

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Ellis Investment Partners's WTM Position: Q2 2020 in Review

Ellis Investment Partners sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 5 shares — an estimated $4K sold.

Ellis Investment Partners first reported a position in WTM in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • Ellis Investment Partners reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 5 White Mountains Insurance shares in Q2 2020, an estimated $4K.
  • Ellis Investment Partners first reported a position in White Mountains Insurance in Q1 2020 and held it in 1 quarter.
  • Ellis Investment Partners's White Mountains Insurance position peaked at $4K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.