HR
Y

Howe & Rusling’s Alleghany Corp Y Stock Holding History

Howe & Rusling’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
-1
Closed -$1K – 1133
2022
Q3 		$1K Sell
1
-2
-67% -$1.68K ﹤0.01% 1039
2022
Q2 		$2K Sell
3
-3
-50% -$2.51K ﹤0.01% 916
2022
Q1 		$5K Hold
6
– – ﹤0.01% 684
2021
Q4 		$4K Hold
6
– – ﹤0.01% 774
2021
Q3 		$4K Buy
6
+1
+20% +$660 ﹤0.01% 747
2021
Q2 		$3K Hold
5
– – ﹤0.01% 772
2021
Q1 		$3K Hold
5
– – ﹤0.01% 771
2020
Q4 		$3K Hold
5
– – ﹤0.01% 766
2020
Q3 		$3K Sell
5
-1
-17% -$526 ﹤0.01% 676
2020
Q2 		$3K Sell
6
-2
-25% -$1.03K ﹤0.01% 646
2020
Q1 		$4K Sell
8
-1
-11% -$719 ﹤0.01% 551
2019
Q4 		$7K Buy
9
+1
+13% +$781 ﹤0.01% 520
2019
Q3 		$6K Hold
8
– – ﹤0.01% 538
2019
Q2 		$5K Sell
8
-1
-11% -$663 ﹤0.01% 549
2019
Q1 		$6K Sell
9
-1
-10% -$625 ﹤0.01% 522
2018
Q4 		$6K Hold
10
– – ﹤0.01% 527
2018
Q3 		$7K Buy
10
+1
+11% +$626 ﹤0.01% 573
2018
Q2 		$5K Hold
9
– – ﹤0.01% 565
2018
Q1 		$6K Sell
9
-1
-10% -$603 ﹤0.01% 591
2017
Q4 		$6K Buy
10
+1
+11% +$570 ﹤0.01% 543
2017
Q3 		$5K Hold
9
– – ﹤0.01% 600
2017
Q2 		$5K Hold
9
– – ﹤0.01% 652
2017
Q1 		$6K Sell
9
-1
-10% -$624 ﹤0.01% 639
2016
Q4 		$6K Buy
10
+1
+11% +$558 ﹤0.01% 646
2016
Q3 		$5K Buy
9
+1
+13% +$535 ﹤0.01% 686
2016
Q2 		$4K Hold
8
– – ﹤0.01% 710
2016
Q1 		$4K Hold
8
– – ﹤0.01% 738
2015
Q4 		$4K Hold
8
– – ﹤0.01% 700
2015
Q3 		$4K Sell
8
-1
-11% -$481 ﹤0.01% 699
2015
Q2 		$4K Buy
9
+1
+13% +$481 ﹤0.01% 730
2015
Q1 		$4K Sell
8
-1
-11% -$468 ﹤0.01% 675
2014
Q4 		$4K Buy
9
+1
+13% +$445 ﹤0.01% 679
2014
Q3 		$3K Sell
8
-17,023
-100% -$7.27M ﹤0.01% 713
2014
Q2 		$772K Buy
17,031
+17,020
+154,727% +$7.11M 0.17% 97
2014
Q1 		$4K Hold
11
– – ﹤0.01% 707
2013
Q4 		$4K Buy
11
+2
+22% +$798 ﹤0.01% 642
2013
Q3 		$4K Sell
9
-1
-10% -$399 ﹤0.01% 743
2013
Q2 		$4K Buy
+10
New +$3.88K ﹤0.01% 752

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

Howe & Rusling's Y Position: Q4 2022 in Review

Howe & Rusling sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

Howe & Rusling first reported a position in Y in Q2 2013 and held it in 38 quarters. The position peaked at $772K in Q2 2014. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Howe & Rusling reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1 Alleghany Corp share in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Alleghany Corp in Q2 2013 and held it in 38 quarters.
  • Howe & Rusling's Alleghany Corp position peaked at $772K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.