EIM
Y

Ervin Investment Management’s Alleghany Corp Y Stock Holding History

Ervin Investment Management’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
-561
Closed -$471K – 35
2022
Q3 		$471K Hold
561
– – 0.47% 26
2022
Q2 		$467K Buy
561
+213
+61% +$178K 0.43% 25
2022
Q1 		$294K Buy
+348
New +$241K 0.22% 31

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

Ervin Investment Management's Y Position: Q4 2022 in Review

Ervin Investment Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 561 shares — an estimated $471K sold.

Ervin Investment Management first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $471K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Ervin Investment Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Ervin Investment Management sold 561 Alleghany Corp shares in Q4 2022, an estimated $471K.
  • Ervin Investment Management first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
  • Ervin Investment Management's Alleghany Corp position peaked at $471K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Ervin Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.