Monarch Partners Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-9,328
| Closed | -$7.74M | – | 201 |
|
|
2016
Q3 | $7.74M | Hold |
9,328
| – | – | 0.73% | 56 |
|
|
2016
Q2 | $7.85M | Sell |
9,328
-6,463
| -41% | -$5.44M | 0.79% | 54 |
|
|
2016
Q1 | $12.7M | Buy |
15,791
+4,044
| +34% | +$3.25M | 1.31% | 23 |
|
|
2015
Q4 | $8.54M | Buy |
11,747
+453
| +4% | +$329K | 0.89% | 47 |
|
|
2015
Q3 | $8.44M | Buy |
+11,294
| New | +$8.44M | 1.03% | 41 |
|