E
Y

Ergoteles’s Alleghany Corp Y Stock Holding History

Ergoteles’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
-12,965
Closed -$10.9M – 2167
2022
Q3 		$10.9M Buy
12,965
+9,800
+310% +$8.22M 0.38% 40
2022
Q2 		$2.64M Buy
+3,165
New +$2.65M 0.08% 254
2021
Q2 		– Sell
-360
Closed -$225K – 1753
2021
Q1 		$225K Sell
360
-6,147
-94% -$3.8M 0.01% 629
2020
Q4 		$3.93M Buy
+6,507
New +$3.8M 0.13% 169

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