CIA
Y

CSat Investment Advisory’s Alleghany Corp Y Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-239
Closed -$124K – 1029
2020
Q3 		$124K Sell
239
-152
-39% -$79.9K 0.01% 389
2020
Q2 		$191K Buy
391
+346
+769% +$179K 0.02% 321
2020
Q1 		$25K Buy
45
+8
+22% +$5.75K 0.01% 690
2019
Q4 		$30K Sell
37
-186
-83% -$145K 0.01% 689
2019
Q3 		$178K Buy
223
+45
+25% +$33.1K 0.06% 221
2019
Q2 		$121K Buy
+178
New +$118K 0.04% 264

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CSat Investment Advisory's Y Position: Q4 2020 in Review

CSat Investment Advisory sold out of Alleghany Corp (Y) in Q4 2020, closing a stake of 239 shares — an estimated $124K sold.

CSat Investment Advisory first reported a position in Y in Q2 2019 and held it in 6 quarters. The position peaked at $191K in Q2 2020. 387 funds tracked by Wall St. Rank hold Y as of Q4 2020.

  • CSat Investment Advisory reported no remaining Alleghany Corp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 239 Alleghany Corp shares in Q4 2020, an estimated $124K.
  • CSat Investment Advisory first reported a position in Alleghany Corp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Alleghany Corp position peaked at $191K in Q2 2020.
  • 387 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.