DI
Y

Disciplined Investments’s Alleghany Corp Y Stock Holding History

Disciplined Investments’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
-2
Closed -$2K – 1714
2022
Q3 		$2K Hold
2
– – ﹤0.01% 754
2022
Q2 		$2K Hold
2
– – ﹤0.01% 776
2022
Q1 		$2K Buy
+2
New +$1.39K ﹤0.01% 831

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Disciplined Investments's Y Position: Q4 2022 in Review

Disciplined Investments sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 2 shares — an estimated $2K sold.

Disciplined Investments first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Disciplined Investments reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 2 Alleghany Corp shares in Q4 2022, an estimated $2K.
  • Disciplined Investments first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's Alleghany Corp position peaked at $2K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.