Elm Advisors’s Alleghany Corp Y Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-110	Closed	-$66K	–	270
2020 Q4	$66K	Buy	+110	New	+$64.2K	0.04%	145
2018 Q4	–	Sell	-110	Closed	-$72K	–	282
2018 Q3	$72K	Buy	+110	New	+$68.9K	0.05%	135

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Elm Advisors's Y Position: Q1 2021 in Review

Elm Advisors sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 110 shares — an estimated $66K sold.

Elm Advisors first reported a position in Y in Q3 2018 and held it in 2 quarters. The position peaked at $72K in Q3 2018. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

Elm Advisors reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 110 Alleghany Corp shares in Q1 2021, an estimated $66K.
Elm Advisors first reported a position in Alleghany Corp in Q3 2018 and held it in 2 quarters.
Elm Advisors's Alleghany Corp position peaked at $72K in Q3 2018.
393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.