GRP
Y

Global Retirement Partners’s Alleghany Corp Y Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-34
Closed -$28K – 3083
2022
Q2 		$28K Buy
34
+1
+3% +$836 ﹤0.01% 1221
2022
Q1 		$27K Buy
+33
New +$22.9K ﹤0.01% 1243
2021
Q4 		– Sell
-33
Closed -$21K – 1989
2021
Q3 		$21K Hold
33
– – ﹤0.01% 1194
2021
Q2 		$22K Hold
33
– – ﹤0.01% 1163
2021
Q1 		$21K Buy
+33
New +$20.4K ﹤0.01% 1098
2020
Q1 		– Sell
-10
Closed -$8K – 1718
2019
Q4 		$8K Hold
10
– – ﹤0.01% 1216
2019
Q3 		$8K Hold
10
– – ﹤0.01% 1192
2019
Q2 		$7K Hold
10
– – ﹤0.01% 1221
2019
Q1 		$6K Hold
10
– – ﹤0.01% 1216
2018
Q4 		$6K Hold
10
– – ﹤0.01% 1136
2018
Q3 		$7K Hold
10
– – ﹤0.01% 1153
2018
Q2 		$6K Hold
10
– – ﹤0.01% 1177
2018
Q1 		$6K Hold
10
– – ﹤0.01% 1135
2017
Q4 		$6K Sell
10
-2
-17% -$1.14K ﹤0.01% 1088
2017
Q3 		$7K Hold
12
– – ﹤0.01% 947
2017
Q2 		$7K Buy
12
+2
+20% +$1.19K ﹤0.01% 880
2017
Q1 		$6K Buy
10
+2
+25% +$1.25K ﹤0.01% 890
2016
Q4 		$5K Buy
+8
New +$4.46K ﹤0.01% 865

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Global Retirement Partners's Y Position: Q3 2022 in Review

Global Retirement Partners sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 34 shares — an estimated $28K sold.

Global Retirement Partners first reported a position in Y in Q4 2016 and held it in 18 quarters. The position peaked at $28K in Q2 2022. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • Global Retirement Partners reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 34 Alleghany Corp shares in Q3 2022, an estimated $28K.
  • Global Retirement Partners first reported a position in Alleghany Corp in Q4 2016 and held it in 18 quarters.
  • Global Retirement Partners's Alleghany Corp position peaked at $28K in Q2 2022.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.