FA
Y

FDx Advisors’s Alleghany Corp Y Stock Holding History

FDx 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
2022
Q1 		– Sell
-402
Closed -$268K – 920
2021
Q4 		$268K Buy
402
+5
+1% +$3.33K 0.01% 743
2021
Q3 		$248K Buy
397
+26
+7% +$17.2K 0.01% 724
2021
Q2 		$247K Buy
+371
New +$255K 0.01% 714
2020
Q1 		– Sell
-263
Closed -$210K – 636
2019
Q4 		$210K Sell
263
-23
-8% -$18K 0.01% 580
2019
Q3 		$228K Sell
286
-229
-44% -$168K 0.02% 565
2019
Q2 		$351K Sell
515
-8
-2% -$5.3K 0.01% 577
2019
Q1 		$320K Buy
+523
New +$327K 0.01% 580
2018
Q4 		– Sell
-489
Closed -$319K – 860
2018
Q3 		$319K Buy
489
+9
+2% +$5.63K 0.01% 675
2018
Q2 		$276K Sell
480
-3,169
-87% -$1.85M 0.01% 751
2018
Q1 		$2.24M Sell
3,649
-586
-14% -$353K 0.07% 259
2017
Q4 		$2.52M Sell
4,235
-226
-5% -$129K 0.07% 247
2017
Q3 		$2.47M Sell
4,461
-267
-6% -$156K 0.07% 250
2017
Q2 		$2.81M Buy
4,728
+388
+9% +$231K 0.08% 207
2017
Q1 		$2.67M Buy
4,340
+223
+5% +$139K 0.08% 230
2016
Q4 		$2.5M Sell
4,117
-68
-2% -$37.9K 0.07% 243
2016
Q3 		$2.2M Sell
4,185
-558
-12% -$298K 0.09% 185
2016
Q2 		$2.61M Sell
4,743
-809
-15% -$422K 0.12% 153
2016
Q1 		$2.75M Buy
5,552
+574
+12% +$271K 0.13% 136
2015
Q4 		$2.38M Buy
4,978
+500
+11% +$247K 0.11% 157
2015
Q3 		$2.1M Sell
4,478
-50
-1% -$24.1K 0.18% 112
2015
Q2 		$2.12M Buy
4,528
+228
+5% +$110K 0.11% 166
2015
Q1 		$2.09M Buy
4,300
+1,369
+47% +$640K 0.05% 325
2014
Q4 		$1.36M Sell
2,931
-93
-3% -$41.4K 0.08% 229
2014
Q3 		$1.26M Buy
+3,024
New +$1.29M 0.08% 257

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

FDx Advisors's Y Position: Q1 2022 in Review

FDx Advisors sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 402 shares — an estimated $268K sold.

FDx Advisors first reported a position in Y in Q3 2014 and held it in 24 quarters. The position peaked at $2.81M in Q2 2017. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

  • FDx Advisors reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
  • FDx Advisors sold 402 Alleghany Corp shares in Q1 2022, an estimated $268K.
  • FDx Advisors first reported a position in Alleghany Corp in Q3 2014 and held it in 24 quarters.
  • FDx Advisors's Alleghany Corp position peaked at $2.81M in Q2 2017.
  • 438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on FDx Advisors's 13F filing for Q1 2022, filed 3 May 2022.