HM
Y

Harvest Management’s Alleghany Corp Y Stock Holding History

Harvest Management’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
Q4 		– Sell
-2,168
Closed -$1.82M – 76
2022
Q3 		$1.82M Sell
2,168
-2,000
-48% -$1.68M 1.47% 20
2022
Q2 		$3.47M Sell
4,168
-764
-15% -$639K 4.01% 7
2022
Q1 		$4.18M Buy
+4,932
New +$3.42M 3.66% 10

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harvest Management's Y Position: Q4 2022 in Review

Harvest Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 2,168 shares — an estimated $1.82M sold.

Harvest Management first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $4.18M in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Harvest Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Harvest Management sold 2,168 Alleghany Corp shares in Q4 2022, an estimated $1.82M.
  • Harvest Management first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
  • Harvest Management's Alleghany Corp position peaked at $4.18M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Harvest Management's 13F filing for Q4 2022, filed 14 Feb 2023.