JG
Y

Joel Greenblatt’s Alleghany Corp Y Stock Holding History

Joel Greenblatt’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
2021
Q4 		– Sell
-401
Closed -$250K – 1264
2021
Q3 		$250K Buy
401
+39
+11% +$25.8K 0.01% 901
2021
Q2 		$241K Buy
+362
New +$249K 0.01% 905
2019
Q4 		– Sell
-471
Closed -$376K – 1251
2019
Q3 		$376K Buy
471
+147
+45% +$108K 0.01% 846
2019
Q2 		$221K Buy
+324
New +$215K ﹤0.01% 1045
2015
Q1 		– Sell
-515
Closed -$239K – 1049
2014
Q4 		$239K Hold
515
– – ﹤0.01% 880
2014
Q3 		$215K Buy
515
+2
+0.4% +$854 ﹤0.01% 916
2014
Q2 		$225K Buy
513
+1
+0.2% +$418 ﹤0.01% 942
2014
Q1 		$209K Buy
+512
New +$198K ﹤0.01% 967

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's Y Position: Q4 2021 in Review

Joel Greenblatt sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 401 shares — an estimated $250K sold.

Joel Greenblatt first reported a position in Y in Q1 2014 and held it in 8 quarters. The position peaked at $376K in Q3 2019. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

  • Joel Greenblatt reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
  • Joel Greenblatt sold 401 Alleghany Corp shares in Q4 2021, an estimated $250K.
  • Joel Greenblatt first reported a position in Alleghany Corp in Q1 2014 and held it in 8 quarters.
  • Joel Greenblatt's Alleghany Corp position peaked at $376K in Q3 2019.
  • 417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on Gotham Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.