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MUFG Securities EMEA’s White Mountains Insurance WTM Stock Holding History

MUFG Securities EMEA’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
-3,000
Closed -$2.73M – 517
2020
Q1 		$2.73M Buy
+3,000
New +$3.11M 0.03% 258

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

MUFG Securities EMEA's WTM Position: Q2 2020 in Review

MUFG Securities EMEA sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 3,000 shares — an estimated $2.73M sold.

MUFG Securities EMEA first reported a position in WTM in Q1 2020 and held it in 1 quarter. The position peaked at $2.73M in Q1 2020. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

  • MUFG Securities EMEA reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
  • MUFG Securities EMEA sold 3,000 White Mountains Insurance shares in Q2 2020, an estimated $2.73M.
  • MUFG Securities EMEA first reported a position in White Mountains Insurance in Q1 2020 and held it in 1 quarter.
  • MUFG Securities EMEA's White Mountains Insurance position peaked at $2.73M in Q1 2020.
  • 208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on MUFG Securities EMEA's 13F filing for Q2 2020, filed 13 Aug 2020.