EI
Y

Ellevest Inc’s Alleghany Corp Y Stock Holding History

Ellevest Inc’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
-25
Closed -$21K – 2010
2022
Q3 		$21K Buy
25
+1
+4% +$839 ﹤0.01% 811
2022
Q2 		$20K Buy
+24
New +$20.1K ﹤0.01% 761
2021
Q3 		– Sell
-12
Closed -$8K – 1648
2021
Q2 		$8K Hold
12
– – ﹤0.01% 824
2021
Q1 		$8K Hold
12
– – ﹤0.01% 832
2020
Q4 		$7K Hold
12
– – ﹤0.01% 798
2020
Q3 		$6K Hold
12
– – ﹤0.01% 749
2020
Q2 		$6K Buy
+12
New +$6.21K ﹤0.01% 726

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

Ellevest Inc's Y Position: Q4 2022 in Review

Ellevest Inc sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 25 shares — an estimated $21K sold.

Ellevest Inc first reported a position in Y in Q2 2020 and held it in 7 quarters. The position peaked at $21K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Ellevest Inc reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 25 Alleghany Corp shares in Q4 2022, an estimated $21K.
  • Ellevest Inc first reported a position in Alleghany Corp in Q2 2020 and held it in 7 quarters.
  • Ellevest Inc's Alleghany Corp position peaked at $21K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.