EI
Y

Ethic Inc’s Alleghany Corp Y Stock Holding History

Ethic 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
-471
Closed -$395K – 944
2022
Q3 		$395K Buy
471
+13
+3% +$10.9K 0.03% 558
2022
Q2 		$382K Buy
+458
New +$383K 0.03% 557

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

Ethic Inc's Y Position: Q4 2022 in Review

Ethic Inc sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 471 shares — an estimated $395K sold.

Ethic Inc first reported a position in Y in Q2 2022 and held it in 2 quarters. The position peaked at $395K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Ethic Inc reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Ethic Inc sold 471 Alleghany Corp shares in Q4 2022, an estimated $395K.
  • Ethic Inc first reported a position in Alleghany Corp in Q2 2022 and held it in 2 quarters.
  • Ethic Inc's Alleghany Corp position peaked at $395K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Ethic Inc's 13F filing for Q4 2022, filed 14 Feb 2023.