Cresset Asset Management’s Alleghany Corp Y Stock Holding History

Cresset Asset 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	-431	Closed	-$362K	–	929
2022 Q3	$362K	Sell	431 -421	-49%	-$353K	﹤0.01%	609
2022 Q2	$360K	Sell	852 -83	-9%	-$69.4K	﹤0.01%	657
2022 Q1	$792K	Buy	935 +4	+0.4%	+$2.77K	0.01%	466
2021 Q4	$621K	Buy	+931	New	+$620K	0.01%	625
2019 Q2	–	Sell	-9	Closed	-$6K	–	1885
2019 Q1	$6K	Hold	9	–	–	﹤0.01%	1330
2018 Q4	$6K	Buy	+9	New	+$5.54K	﹤0.01%	993

Other funds holding Y

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cresset Asset Management's Y Position: Q4 2022 in Review

Cresset Asset Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 431 shares — an estimated $362K sold.

Cresset Asset Management first reported a position in Y in Q4 2018 and held it in 6 quarters. The position peaked at $792K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Cresset Asset Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Cresset Asset Management sold 431 Alleghany Corp shares in Q4 2022, an estimated $362K.
Cresset Asset Management first reported a position in Alleghany Corp in Q4 2018 and held it in 6 quarters.
Cresset Asset Management's Alleghany Corp position peaked at $792K in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

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