Jones Financial Companies’s Alleghany Corp Y Stock Holding History

Jones Financial Companies’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 Q1	–	Sell	-5	Closed	-$3K	–	889
2020 Q4	$3K	Buy	+5	New	+$2.92K	﹤0.01%	580

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Jones Financial Companies's Y Position: Q1 2021 in Review

Jones Financial Companies sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 5 shares — an estimated $3K sold.

Jones Financial Companies first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

Jones Financial Companies reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
Jones Financial Companies sold 5 Alleghany Corp shares in Q1 2021, an estimated $3K.
Jones Financial Companies first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
Jones Financial Companies's Alleghany Corp position peaked at $3K in Q4 2020.
393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Jones Financial Companies's 13F filing for Q1 2021, filed 30 Apr 2021.