AIA
Y

Alera Investment Advisors’s Alleghany Corp Y Stock Holding History

Alera Investment Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed -$2K – 1116
2019
Q1 		$2K Hold
3
– – ﹤0.01% 881
2018
Q4 		$2K Buy
+3
New +$1.85K ﹤0.01% 809

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Alera Investment Advisors's Y Position: Q2 2019 in Review

Alera Investment Advisors sold out of Alleghany Corp (Y) in Q2 2019, closing a stake of 3 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in Y in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 361 funds tracked by Wall St. Rank hold Y as of Q2 2019.

  • Alera Investment Advisors reported no remaining Alleghany Corp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3 Alleghany Corp shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Alleghany Corp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Alleghany Corp position peaked at $2K in Q1 2019.
  • 361 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.