Suntrust Banks’s White Mountains Insurance WTM Stock Holding History

Suntrust Banks’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
2019 Q3	$382K	Buy	354 +14	+4%	+$14.9K	﹤0.01%	1040
2019 Q2	$347K	Buy	340 +40	+13%	+$38.5K	﹤0.01%	1070
2019 Q1	$278K	Buy	300 +50	+20%	+$45.3K	﹤0.01%	1120
2018 Q4	$215K	Sell	250 -15	-6%	-$13.4K	﹤0.01%	1164
2018 Q3	$248K	Buy	+265	New	+$246K	﹤0.01%	1142
2015 Q2	–	Sell	-505	Closed	-$345K	–	1277
2015 Q1	$345K	Hold	505	–	–	﹤0.01%	972
2014 Q4	$318K	Sell	505 -1,000	-66%	-$636K	﹤0.01%	954
2014 Q3	$948K	Sell	1,505 -1,189	-44%	-$742K	0.01%	685
2014 Q2	$1.64M	Buy	2,694 +55	+2%	+$32.8K	0.01%	504
2014 Q1	$1.58M	Hold	2,639	–	–	0.01%	758
2013 Q4	$1.59M	Hold	2,639	–	–	0.01%	749
2013 Q3	$1.5M	Buy	2,639 +55	+2%	+$31.9K	0.01%	737
2013 Q2	$1.49M	Buy	+2,584	New	+$1.51M	0.01%	701

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

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

Suntrust Banks's WTM Position: Q3 2019 in Review

Suntrust Banks increased its White Mountains Insurance (WTM) stake by 4.1% in Q3 2019, buying an estimated $14.9K and bringing the position to 354 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Suntrust Banks first reported a position in WTM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.64M in Q2 2014. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

Suntrust Banks held 354 shares of White Mountains Insurance worth $382K as of Q3 2019.
Suntrust Banks bought 14 White Mountains Insurance shares in Q3 2019, an estimated $14.9K.
White Mountains Insurance made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1040 holding.
Suntrust Banks first reported a position in White Mountains Insurance in Q2 2013 and has held it in 13 quarters since.
Suntrust Banks's White Mountains Insurance position peaked at $1.64M in Q2 2014.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.