Meeder Asset Management’s White Mountains Insurance WTM Stock Holding History

Meeder Asset 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
2020 Q2	–	Sell	-2	Closed	-$2K	–	2511
2020 Q1	$2K	Sell	2 -26	-93%	-$26.9K	﹤0.01%	2123
2019 Q4	$31K	Hold	28	–	–	﹤0.01%	1204
2019 Q3	$30K	Sell	28 -15	-35%	-$16K	﹤0.01%	1187
2019 Q2	$44K	Buy	+43	New	+$41.4K	﹤0.01%	986
2016 Q3	–	Sell	-321	Closed	-$271K	–	963
2016 Q2	$271K	Buy	+321	New	+$262K	0.03%	527

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Meeder Asset Management's WTM Position: Q2 2020 in Review

Meeder Asset Management sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 2 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in WTM in Q2 2016 and held it in 5 quarters. The position peaked at $271K in Q2 2016. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

Meeder Asset Management reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
Meeder Asset Management sold 2 White Mountains Insurance shares in Q2 2020, an estimated $2K.
Meeder Asset Management first reported a position in White Mountains Insurance in Q2 2016 and held it in 5 quarters.
Meeder Asset Management's White Mountains Insurance position peaked at $271K in Q2 2016.
208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Meeder Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.