AIM
Y

Axiom Investment Management’s Alleghany Corp Y Stock Holding History

Axiom Investment Management’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
2022
Q4 		– Sell
-514
Closed -$432K – 474
2022
Q3 		$432K Hold
514
– – 0.86% 27
2022
Q2 		$428K Hold
514
– – 1.23% 33
2022
Q1 		$436K Hold
514
– – 0.95% 37
2021
Q4 		$343K Hold
514
– – 0.33% 78
2021
Q3 		$321K Hold
514
– – 0.32% 77
2021
Q2 		$343K Hold
514
– – 0.27% 90
2021
Q1 		$322K Sell
514
-90
-15% -$55.7K 0.26% 92
2020
Q4 		$310 Buy
604
+90
+18% +$52.5K 0.28% 86
2020
Q3 		$268K Hold
514
– – 0.3% 86
2020
Q2 		$252K Hold
514
– – 0.33% 82
2020
Q1 		$284K Buy
514
+6
+1% +$4.32K 0.5% 57
2019
Q4 		$407K Sell
508
-81
-14% -$63.3K 0.58% 56
2019
Q3 		$469K Sell
589
-989
-63% -$728K 0.36% 82
2019
Q2 		$1.07M Sell
1,578
-8
-0.5% -$5.3K 0.19% 132
2019
Q1 		$976K Buy
1,586
+511
+48% +$319K 0.19% 128
2018
Q4 		$670K Buy
+1,075
New +$662K 0.14% 156

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Axiom Investment Management's Y Position: Q4 2022 in Review

Axiom Investment Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 514 shares — an estimated $432K sold.

Axiom Investment Management first reported a position in Y in Q4 2018 and held it in 16 quarters. The position peaked at $1.07M in Q2 2019. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Axiom Investment Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 514 Alleghany Corp shares in Q4 2022, an estimated $432K.
  • Axiom Investment Management first reported a position in Alleghany Corp in Q4 2018 and held it in 16 quarters.
  • Axiom Investment Management's Alleghany Corp position peaked at $1.07M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.