Great Diamond Partners’s Alleghany Corp Y Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-55	Closed	-$43K	–	654
2019 Q4	$43K	Buy	+55	New	+$43K	0.02%	320

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Great Diamond Partners's Y Position: Q1 2020 in Review

Great Diamond Partners sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 55 shares — an estimated $43K sold.

Great Diamond Partners first reported a position in Y in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

Great Diamond Partners reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 55 Alleghany Corp shares in Q1 2020, an estimated $43K.
Great Diamond Partners first reported a position in Alleghany Corp in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Alleghany Corp position peaked at $43K in Q4 2019.
367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.