Berman Capital Advisors’s Alleghany Corp Y Stock Holding History

Berman Capital 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
2021 Q3	$328K	Buy	527 +50	+10%	+$33K	0.05%	182
2021 Q2	$318K	Hold	477	–	–	0.05%	176
2021 Q1	$298K	Buy	477 +28	+6%	+$17.3K	0.06%	147
2020 Q4	$270K	Sell	449 -1	-0.2%	-$583	0.06%	131
2020 Q3	$233K	Buy	450 +410	+1,025%	+$216K	0.07%	136
2020 Q2	$19K	Buy	40 +32	+400%	+$16.6K	0.01%	571
2020 Q1	$4K	Sell	8 -2	-20%	-$1.44K	﹤0.01%	988
2019 Q4	$7K	Hold	10	–	–	﹤0.01%	897
2019 Q3	$7K	Hold	10	–	–	﹤0.01%	865
2019 Q2	$6K	Buy	10 +1	+11%	+$663	﹤0.01%	926
2019 Q1	$5K	Buy	9 +5	+125%	+$3.12K	﹤0.01%	892
2018 Q4	$2K	Buy	+4	New	+$2.46K	﹤0.01%	922

Other funds holding Y

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LCOV

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

Berman Capital Advisors's Y Position: Q3 2021 in Review

Berman Capital Advisors increased its Alleghany Corp (Y) stake by 10% in Q3 2021, buying an estimated $33K and bringing the position to 527 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #182.

Berman Capital Advisors first reported a position in Y in Q4 2018 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold Y as of Q3 2021.

Berman Capital Advisors held 527 shares of Alleghany Corp worth $328K as of Q3 2021.
Berman Capital Advisors bought 50 Alleghany Corp shares in Q3 2021, an estimated $33K.
Alleghany Corp made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #182 holding.
Berman Capital Advisors first reported a position in Alleghany Corp in Q4 2018 and has held it in 12 quarters since.
401 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.