BIM
Y

Bogle Investment Management’s Alleghany Corp Y Stock Holding History

Bogle 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
2019
Q4 		– Sell
-5,512
Closed -$4.4M – 340
2019
Q3 		$4.4M Buy
5,512
+4,412
+401% +$3.25M 0.38% 90
2019
Q2 		$749K Buy
+1,100
New +$729K 0.06% 226

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Bogle Investment Management's Y Position: Q4 2019 in Review

Bogle Investment Management sold out of Alleghany Corp (Y) in Q4 2019, closing a stake of 5,512 shares — an estimated $4.4M sold.

Bogle Investment Management first reported a position in Y in Q2 2019 and held it in 2 quarters. The position peaked at $4.4M in Q3 2019. 393 funds tracked by Wall St. Rank hold Y as of Q4 2019.

  • Bogle Investment Management reported no remaining Alleghany Corp position as of Q4 2019 after selling out during the quarter.
  • Bogle Investment Management sold 5,512 Alleghany Corp shares in Q4 2019, an estimated $4.4M.
  • Bogle Investment Management first reported a position in Alleghany Corp in Q2 2019 and held it in 2 quarters.
  • Bogle Investment Management's Alleghany Corp position peaked at $4.4M in Q3 2019.
  • 393 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2019.

Based on Bogle Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.