HC
Y

Hoese & Co’s Alleghany Corp Y Stock Holding History

Hoese & Co’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
-72
Closed -$60K – 198
2022
Q3 		$60K Hold
72
– – 0.07% 66
2022
Q2 		$60K Hold
72
– – 0.07% 71
2022
Q1 		$61K Hold
72
– – 0.06% 75
2021
Q4 		$48K Hold
72
– – 0.05% 92
2021
Q3 		$45K Hold
72
– – 0.05% 92
2021
Q2 		$48K Buy
+72
New +$49.5K 0.05% 90

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

Hoese & Co's Y Position: Q4 2022 in Review

Hoese & Co sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 72 shares — an estimated $60K sold.

Hoese & Co first reported a position in Y in Q2 2021 and held it in 6 quarters. The position peaked at $61K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Hoese & Co reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Hoese & Co sold 72 Alleghany Corp shares in Q4 2022, an estimated $60K.
  • Hoese & Co first reported a position in Alleghany Corp in Q2 2021 and held it in 6 quarters.
  • Hoese & Co's Alleghany Corp position peaked at $61K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Hoese & Co's 13F filing for Q4 2022, filed 10 Jan 2023.