FANJ
Y

Financial Architects (New Jersey)’s Alleghany Corp Y Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-105
Closed -$51K – 818
2020
Q2 		$51K Hold
105
– – 0.01% 418
2020
Q1 		$58K Hold
105
– – 0.02% 370
2019
Q4 		$84K Hold
105
– – 0.02% 352
2019
Q3 		$84K Hold
105
– – 0.02% 359
2019
Q2 		$72K Sell
105
-35
-25% -$23.2K 0.01% 434
2019
Q1 		$85K Hold
140
– – 0.01% 500
2018
Q4 		$87K Sell
140
-1
-0.7% -$616 0.02% 431
2018
Q3 		$92K Sell
141
-1
-0.7% -$626 0.02% 489
2018
Q2 		$82K Sell
142
-1
-0.7% -$584 0.01% 448
2018
Q1 		$88K Sell
143
-2
-1% -$1.21K 0.02% 480
2017
Q4 		$87K Hold
145
– – 0.01% 524
2017
Q3 		$80K Sell
145
-30
-17% -$17.5K 0.01% 547
2017
Q2 		$104K Buy
175
+5
+3% +$2.98K 0.02% 482
2017
Q1 		$105K Sell
170
-5
-3% -$3.12K 0.02% 465
2016
Q4 		$106K Sell
175
-27
-13% -$15.1K 0.02% 386
2016
Q3 		$106K Hold
202
– – 0.03% 385
2016
Q2 		$111K Buy
202
+40
+25% +$20.9K 0.03% 346
2016
Q1 		$80K Buy
+162
New +$76.6K 0.03% 325
2015
Q3 		– Sell
-162
Closed -$76K – 998
2015
Q2 		$76K Hold
162
– – 0.03% 360
2015
Q1 		$79K Hold
162
– – 0.03% 324
2014
Q4 		$75K Sell
162
-8,702
-98% -$3.87M 0.03% 295
2014
Q3 		$408K Buy
8,864
+8,702
+5,372% +$3.72M 0.2% 104
2014
Q2 		$71K Buy
+162
New +$67.7K 0.03% 281

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
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
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Financial Architects (New Jersey)'s Y Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Alleghany Corp (Y) in Q3 2020, closing a stake of 105 shares — an estimated $51K sold.

Financial Architects (New Jersey) first reported a position in Y in Q2 2014 and held it in 23 quarters. The position peaked at $408K in Q3 2014. 352 funds tracked by Wall St. Rank hold Y as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Alleghany Corp position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 105 Alleghany Corp shares in Q3 2020, an estimated $51K.
  • Financial Architects (New Jersey) first reported a position in Alleghany Corp in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Alleghany Corp position peaked at $408K in Q3 2014.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.