Independent Order of Foresters’s Alleghany Corp Y Stock Holding History

Independent Order of Foresters’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
2019 Q1	–	Sell	-170	Closed	-$106K	–	25
2018 Q4	$106K	Sell	170 -10	-6%	-$6.16K	0.11%	22
2018 Q3	$117K	Hold	180	–	–	0.11%	24
2018 Q2	$103K	Hold	180	–	–	0.15%	24
2018 Q1	$111K	Hold	180	–	–	0.1%	96
2017 Q4	$107K	Sell	180 -80	-31%	-$45.6K	0.09%	98
2017 Q3	$144K	Hold	260	–	–	0.12%	97
2017 Q2	$155K	Sell	260 -40	-13%	-$23.8K	0.13%	95
2017 Q1	$184K	Hold	300	–	–	0.16%	90
2016 Q4	$183K	Hold	300	–	–	0.15%	88
2016 Q3	$157K	Hold	300	–	–	0.13%	91
2016 Q2	$165K	Hold	300	–	–	0.12%	91
2016 Q1	$149K	Hold	300	–	–	0.11%	92
2015 Q4	$143K	Hold	300	–	–	0.11%	90
2015 Q3	$140K	Hold	300	–	–	0.12%	94
2015 Q2	$140K	Hold	300	–	–	0.13%	90
2015 Q1	$146K	Buy	+300	New	+$140K	0.14%	90

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

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

FPP

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

Independent Order of Foresters's Y Position: Q1 2019 in Review

Independent Order of Foresters sold out of Alleghany Corp (Y) in Q1 2019, closing a stake of 170 shares — an estimated $106K sold.

Independent Order of Foresters first reported a position in Y in Q1 2015 and held it in 16 quarters. The position peaked at $184K in Q1 2017. 362 funds tracked by Wall St. Rank hold Y as of Q1 2019.

Independent Order of Foresters reported no remaining Alleghany Corp position as of Q1 2019 after selling out during the quarter.
Independent Order of Foresters sold 170 Alleghany Corp shares in Q1 2019, an estimated $106K.
Independent Order of Foresters first reported a position in Alleghany Corp in Q1 2015 and held it in 16 quarters.
Independent Order of Foresters's Alleghany Corp position peaked at $184K in Q1 2017.
362 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2019.

Based on Independent Order of Foresters's 13F filing for Q1 2019, filed 15 May 2019.