IFAM
Y

Institutional & Family Asset Management’s Alleghany Corp Y Stock Holding History

Institutional & Family 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
2020
Q1 		– Sell
-61
Closed -$49K – 932
2019
Q4 		$49K Buy
+61
New +$47.7K 0.01% 315

Other funds holding Y

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's Y Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 61 shares — an estimated $49K sold.

Institutional & Family Asset Management first reported a position in Y in Q4 2019 and held it in 1 quarter. The position peaked at $49K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 61 Alleghany Corp shares in Q1 2020, an estimated $49K.
  • Institutional & Family Asset Management first reported a position in Alleghany Corp in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Alleghany Corp position peaked at $49K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.