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Kore Private Wealth’s White Mountains Insurance WTM Stock Holding History

Kore Private Wealth’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
-500
Closed -$558K – 1215
2019
Q4 		$558K Hold
500
– – 0.11% 129
2019
Q3 		$536K Hold
500
– – 0.12% 123
2019
Q2 		$511K Hold
500
– – 0.12% 129
2019
Q1 		$463K Hold
500
– – 0.1% 127
2018
Q4 		$429K Buy
+500
New +$446K 0.12% 135

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
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

Kore Private Wealth's WTM Position: Q1 2020 in Review

Kore Private Wealth sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 500 shares — an estimated $558K sold.

Kore Private Wealth first reported a position in WTM in Q4 2018 and held it in 5 quarters. The position peaked at $558K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • Kore Private Wealth reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 500 White Mountains Insurance shares in Q1 2020, an estimated $558K.
  • Kore Private Wealth first reported a position in White Mountains Insurance in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's White Mountains Insurance position peaked at $558K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.