Impax Asset Management’s Alleghany Corp Y Stock Holding History

Impax Asset 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
2018 Q2	$1.44M	Hold	2,500	–	–	0.09%	140
2018 Q1	$1.54M	Hold	2,500	–	–	0.09%	139
2017 Q4	$1.49M	Sell	2,500 -5,000	-67%	-$2.85M	0.09%	129
2017 Q3	$4.16M	Sell	7,500 -16,786	-69%	-$9.79M	0.24%	98
2017 Q2	$14.4M	Sell	24,286 -2,615	-10%	-$1.56M	0.82%	56
2017 Q1	$16.5M	Sell	26,901 -15,777	-37%	-$9.84M	0.93%	45
2016 Q4	$26M	Buy	42,678 +681	+2%	+$380K	1.48%	10
2016 Q3	$22M	Hold	41,997	–	–	1.26%	20
2016 Q2	$23.1M	Buy	41,997 +1,227	+3%	+$640K	1.34%	17
2016 Q1	$20.2M	Buy	40,770 +8,026	+25%	+$3.8M	1.08%	30
2015 Q4	$15.6M	Buy	+32,744	New	+$16.2M	0.87%	46

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Impax Asset Management's Y Position: Q2 2018 in Review

Impax Asset Management held its Alleghany Corp (Y) position steady in Q2 2018 at 2,500 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #140.

Impax Asset Management first reported a position in Y in Q4 2015 and has held it in 11 quarters since. The position peaked at $26M in Q4 2016. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

Impax Asset Management held 2,500 shares of Alleghany Corp worth $1.44M as of Q2 2018.
Impax Asset Management left its Alleghany Corp share count unchanged in Q2 2018.
Alleghany Corp made up 0.09% of Impax Asset Management's portfolio in Q2 2018, its #140 holding.
Impax Asset Management first reported a position in Alleghany Corp in Q4 2015 and has held it in 11 quarters since.
Impax Asset Management's Alleghany Corp position peaked at $26M in Q4 2016.
353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on Impax Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.