Essex Investment Management’s White Mountains Insurance WTM Stock Holding History

Essex Investment Management’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
2021 Q4	–	Sell	-70	Closed	-$75K	–	437
2021 Q3	$75K	Hold	70	–	–	0.01%	346
2021 Q2	$80K	Hold	70	–	–	0.01%	343
2021 Q1	$78K	Hold	70	–	–	0.01%	361
2020 Q4	$70K	Hold	70	–	–	0.01%	386
2020 Q3	$55K	Hold	70	–	–	0.01%	385
2020 Q2	$62K	Hold	70	–	–	0.01%	341
2020 Q1	$64K	Hold	70	–	–	0.01%	322
2019 Q4	$78K	Hold	70	–	–	0.01%	390
2019 Q3	$76K	Hold	70	–	–	0.01%	384
2019 Q2	$72K	Hold	70	–	–	0.01%	392
2019 Q1	$65K	Hold	70	–	–	0.01%	390
2018 Q4	$60K	Buy	+70	New	+$62.4K	0.01%	393

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Essex Investment Management's WTM Position: Q4 2021 in Review

Essex Investment Management sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 70 shares — an estimated $75K sold.

Essex Investment Management first reported a position in WTM in Q4 2018 and held it in 12 quarters. The position peaked at $80K in Q2 2021. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

Essex Investment Management reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
Essex Investment Management sold 70 White Mountains Insurance shares in Q4 2021, an estimated $75K.
Essex Investment Management first reported a position in White Mountains Insurance in Q4 2018 and held it in 12 quarters.
Essex Investment Management's White Mountains Insurance position peaked at $80K in Q2 2021.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.