DMBA
Y

Deseret Mutual Benefit Administrators’s Alleghany Corp Y Stock Holding History

Deseret Mutual Benefit Administrators’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
-70
Closed -$59K – 495
2022
Q3 		$59K Sell
70
-22
-24% -$18.5K 0.02% 364
2022
Q2 		$77K Hold
92
– – 0.02% 364
2022
Q1 		$78K Sell
92
-15
-14% -$10.4K 0.02% 383
2021
Q4 		$71K Sell
107
-20
-16% -$13.3K 0.01% 436
2021
Q3 		$79K Hold
127
– – 0.01% 395
2021
Q2 		$85K Buy
+127
New +$87.4K 0.02% 412

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return