Jacobs Levy Equity Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,666
| Closed | -$3.32M | – | 1084 |
|
|
2018
Q2 | $3.32M | Sell |
3,666
-7,692
| -68% | -$6.97M | 0.05% | 393 |
|
|
2018
Q1 | $9.34M | Buy |
11,358
+6,974
| +159% | +$5.74M | 0.16% | 190 |
|
|
2017
Q4 | $3.73M | Buy |
4,384
+943
| +27% | +$803K | 0.07% | 329 |
|
|
2017
Q3 | $2.95M | Sell |
3,441
-2,098
| -38% | -$1.8M | 0.06% | 350 |
|
|
2017
Q2 | $4.81M | Buy |
5,539
+1,898
| +52% | +$1.65M | 0.1% | 239 |
|
|
2017
Q1 | $3.2M | Buy |
3,641
+659
| +22% | +$580K | 0.06% | 323 |
|
|
2016
Q4 | $2.49M | Sell |
2,982
-4,350
| -59% | -$3.64M | 0.05% | 379 |
|
|
2016
Q3 | $6.09M | Sell |
7,332
-611
| -8% | -$507K | 0.11% | 234 |
|
|
2016
Q2 | $6.69M | Buy |
7,943
+4,656
| +142% | +$3.92M | 0.14% | 198 |
|
|
2016
Q1 | $2.64M | Buy |
+3,287
| New | +$2.64M | 0.06% | 345 |
|