Capstone Investment Advisors
Y

Capstone Investment Advisors’s Alleghany Corp Y Stock Holding History

Capstone 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
2022
Q4 		– Sell
-18,027
Closed -$15.1M – 1757
2022
Q3 		$15.1M Buy
18,027
+13,877
+334% +$11.6M 0.09% 152
2022
Q2 		$3.46M Buy
+4,150
New +$3.47M 0.02% 530
2017
Q4 		– Sell
-499
Closed -$276K – 700
2017
Q3 		$276K Buy
+499
New +$291K 0.01% 413
2017
Q2 		– Sell
-3,593
Closed -$2.21M – 1004
2017
Q1 		$2.21M Buy
3,593
+3,194
+801% +$1.99M 0.06% 262
2016
Q4 		$242K Sell
399
-1,364
-77% -$761K 0.01% 779
2016
Q3 		$925K Buy
+1,763
New +$943K 0.02% 405

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

Capstone Investment Advisors's Y Position: Q4 2022 in Review

Capstone Investment Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 18,027 shares — an estimated $15.1M sold.

Capstone Investment Advisors first reported a position in Y in Q3 2016 and held it in 6 quarters. The position peaked at $15.1M in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Capstone Investment Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,027 Alleghany Corp shares in Q4 2022, an estimated $15.1M.
  • Capstone Investment Advisors first reported a position in Alleghany Corp in Q3 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's Alleghany Corp position peaked at $15.1M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Capstone Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.