HA
Y

Hofer & Associates’s Alleghany Corp Y Stock Holding History

Hofer & Associates’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
-239
Closed -$201K – 54
2022
Q3 		$201K Sell
239
-6
-2% -$5.03K 0.22% 47
2022
Q2 		$204K Hold
245
– – 0.21% 48
2022
Q1 		$208K Buy
+245
New +$170K 0.18% 51

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

Hofer & Associates's Y Position: Q4 2022 in Review

Hofer & Associates sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 239 shares — an estimated $201K sold.

Hofer & Associates first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $208K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Hofer & Associates reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Hofer & Associates sold 239 Alleghany Corp shares in Q4 2022, an estimated $201K.
  • Hofer & Associates first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
  • Hofer & Associates's Alleghany Corp position peaked at $208K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Hofer & Associates's 13F filing for Q4 2022, filed 26 Jan 2023.