CI
Y

CX Institutional’s Alleghany Corp Y Stock Holding History

CX Institutional’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
-3
Closed -$2K – 1190
2022
Q2 		$2K Buy
+3
New +$2.51K ﹤0.01% 1118
2021
Q4 		– Sell
-2
Closed -$1K – 945
2021
Q3 		$1K Hold
2
– – ﹤0.01% 959
2021
Q2 		$1K Hold
2
– – ﹤0.01% 954
2021
Q1 		$1K Hold
2
– – ﹤0.01% 866
2020
Q4 		$1K Buy
+2
New +$1.17K ﹤0.01% 855
2020
Q3 		– Sell
-5
Closed -$2K – 925
2020
Q2 		$2K Buy
+5
New +$2.59K ﹤0.01% 779
2019
Q3 		– Sell
-1
Closed -$1K – 976
2019
Q2 		$1K Buy
+1
New +$663 ﹤0.01% 926

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

CX Institutional's Y Position: Q3 2022 in Review

CX Institutional sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 3 shares — an estimated $2K sold.

CX Institutional first reported a position in Y in Q2 2019 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • CX Institutional reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 3 Alleghany Corp shares in Q3 2022, an estimated $2K.
  • CX Institutional first reported a position in Alleghany Corp in Q2 2019 and held it in 7 quarters.
  • CX Institutional's Alleghany Corp position peaked at $2K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.