HA
Y

Havens Advisors’s Alleghany Corp Y Stock Holding History

Havens Advisors’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
-4,400
Closed -$3.69M – 47
2022
Q3 		$3.69M Buy
+4,400
New +$3.69M 5.53% 4

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

Havens Advisors's Y Position: Q4 2022 in Review

Havens Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 4,400 shares — an estimated $3.69M sold.

Havens Advisors first reported a position in Y in Q3 2022 and held it in 1 quarter. The position peaked at $3.69M in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Havens Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Havens Advisors sold 4,400 Alleghany Corp shares in Q4 2022, an estimated $3.69M.
  • Havens Advisors first reported a position in Alleghany Corp in Q3 2022 and held it in 1 quarter.
  • Havens Advisors's Alleghany Corp position peaked at $3.69M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.