AIA
Y

Avalon Investment & Advisory’s Alleghany Corp Y Stock Holding History

Avalon Investment & Advisory’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
2020
Q2 		– Sell
-479
Closed -$265K – 350
2020
Q1 		$265K Buy
+479
New +$345K 0.01% 284

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avalon Investment & Advisory's Y Position: Q2 2020 in Review

Avalon Investment & Advisory sold out of Alleghany Corp (Y) in Q2 2020, closing a stake of 479 shares — an estimated $265K sold.

Avalon Investment & Advisory first reported a position in Y in Q1 2020 and held it in 1 quarter. The position peaked at $265K in Q1 2020. 357 funds tracked by Wall St. Rank hold Y as of Q2 2020.

  • Avalon Investment & Advisory reported no remaining Alleghany Corp position as of Q2 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 479 Alleghany Corp shares in Q2 2020, an estimated $265K.
  • Avalon Investment & Advisory first reported a position in Alleghany Corp in Q1 2020 and held it in 1 quarter.
  • Avalon Investment & Advisory's Alleghany Corp position peaked at $265K in Q1 2020.
  • 357 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2020.

Based on Avalon Investment & Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.