GVAG
Y

Great Valley Advisor Group’s Alleghany Corp Y Stock Holding History

Great Valley Advisor Group’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
-638
Closed -$312K – 461
2020
Q2 		$312K Buy
638
+177
+38% +$91.6K 0.05% 308
2020
Q1 		$255K Buy
+461
New +$332K 0.07% 259

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Great Valley Advisor Group's Y Position: Q3 2020 in Review

Great Valley Advisor Group sold out of Alleghany Corp (Y) in Q3 2020, closing a stake of 638 shares — an estimated $312K sold.

Great Valley Advisor Group first reported a position in Y in Q1 2020 and held it in 2 quarters. The position peaked at $312K in Q2 2020. 352 funds tracked by Wall St. Rank hold Y as of Q3 2020.

  • Great Valley Advisor Group reported no remaining Alleghany Corp position as of Q3 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 638 Alleghany Corp shares in Q3 2020, an estimated $312K.
  • Great Valley Advisor Group first reported a position in Alleghany Corp in Q1 2020 and held it in 2 quarters.
  • Great Valley Advisor Group's Alleghany Corp position peaked at $312K in Q2 2020.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2020.

Based on Great Valley Advisor Group's 13F filing for Q3 2020, filed 21 Oct 2020.