JA
Y

JOYN Advisors’s Alleghany Corp Y Stock Holding History

JOYN Advisors’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
-59
Closed -$37K – 1559
2018
Q4 		$37K Buy
59
+12
+26% +$7.39K 0.01% 445
2018
Q3 		$31K Sell
47
-2
-4% -$1.25K 0.01% 540
2018
Q2 		$28K Buy
49
+42
+600% +$24.5K 0.01% 576
2018
Q1 		$4K Buy
+7
New +$4.22K ﹤0.01% 932

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

JOYN Advisors's Y Position: Q1 2019 in Review

JOYN Advisors sold out of Alleghany Corp (Y) in Q1 2019, closing a stake of 59 shares — an estimated $37K sold.

JOYN Advisors first reported a position in Y in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q4 2018. 362 funds tracked by Wall St. Rank hold Y as of Q1 2019.

  • JOYN Advisors reported no remaining Alleghany Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 59 Alleghany Corp shares in Q1 2019, an estimated $37K.
  • JOYN Advisors first reported a position in Alleghany Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Alleghany Corp position peaked at $37K in Q4 2018.
  • 362 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.