Shine Investment Advisory Services’s White Mountains Insurance WTM Stock Holding History

Shine Investment Advisory Services’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 Q3	$83K	Hold	106	–	–	0.03%	219
2020 Q2	$94K	Hold	106	–	–	0.03%	203
2020 Q1	$96K	Buy	106 +20	+23%	+$20.7K	0.04%	184
2019 Q4	$96K	Hold	86	–	–	0.04%	221
2019 Q3	$93K	Hold	86	–	–	0.04%	201
2019 Q2	$88K	Hold	86	–	–	0.04%	207
2019 Q1	$80K	Hold	86	–	–	0.04%	220
2018 Q4	$74K	Buy	86 +10	+13%	+$8.91K	0.04%	215
2018 Q3	$71K	Hold	76	–	–	0.04%	243
2018 Q2	$69K	Hold	76	–	–	0.04%	246
2018 Q1	$63K	Hold	76	–	–	0.03%	256
2017 Q4	$65K	Hold	76	–	–	0.03%	251
2017 Q3	$65K	Hold	76	–	–	0.03%	248
2017 Q2	$66K	Buy	+76	New	+$65.9K	0.03%	227

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Shine Investment Advisory Services's WTM Position: Q3 2020 in Review

Shine Investment Advisory Services held its White Mountains Insurance (WTM) position steady in Q3 2020 at 106 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #219.

Shine Investment Advisory Services first reported a position in WTM in Q2 2017 and has held it in 14 quarters since. The position peaked at $96K in Q1 2020. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

Shine Investment Advisory Services held 106 shares of White Mountains Insurance worth $83K as of Q3 2020.
Shine Investment Advisory Services left its White Mountains Insurance share count unchanged in Q3 2020.
White Mountains Insurance made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #219 holding.
Shine Investment Advisory Services first reported a position in White Mountains Insurance in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's White Mountains Insurance position peaked at $96K in Q1 2020.
223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.