COCM
Y

Charter Oak Capital Management’s Alleghany Corp Y Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-4
Closed -$3K – 971
2022
Q2 		$3K Hold
4
– – ﹤0.01% 812
2022
Q1 		$3K Buy
+4
New +$2.77K ﹤0.01% 855

Other funds holding Y

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Victory Capital Management
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State Street
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Charter Oak Capital Management's Y Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 4 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in Y in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 4 Alleghany Corp shares in Q3 2022, an estimated $3K.
  • Charter Oak Capital Management first reported a position in Alleghany Corp in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Alleghany Corp position peaked at $3K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.