JAM
Y

Jupiter Asset Management’s Alleghany Corp Y Stock Holding History

Jupiter 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
Q3 		– Sell
-5,769
Closed -$2.82M – 592
2020
Q2 		$2.82M Sell
5,769
-6,173
-52% -$3.2M 0.09% 186
2020
Q1 		$6.62M Hold
11,942
– – 0.29% 100
2019
Q4 		$9.56M Hold
11,942
– – 0.29% 95
2019
Q3 		$9.51M Hold
11,942
– – 0.31% 91
2019
Q2 		$8.13M Hold
11,942
– – 0.26% 105
2019
Q1 		$7.32M Hold
11,942
– – 0.24% 117
2018
Q4 		$7.43M Sell
11,942
-1,213
-9% -$747K 0.26% 116
2018
Q3 		$8.57M Buy
13,155
+276
+2% +$173K 0.25% 122
2018
Q2 		$7.41M Sell
12,879
-402
-3% -$235K 0.22% 124
2018
Q1 		$8.16M Sell
13,281
-1,265
-9% -$763K 0.25% 111
2017
Q4 		$8.67M Buy
+14,546
New +$8.3M 0.25% 105
2017
Q1 		– Sell
-11,842
Closed -$7.2M – 221
2016
Q4 		$7.2M Buy
11,842
+21
+0.2% +$11.7K 0.27% 94
2016
Q3 		$6.21M Sell
11,821
-292
-2% -$156K 0.23% 102
2016
Q2 		$6.66M Sell
12,113
-234
-2% -$122K 0.25% 101
2016
Q1 		$6.13M Sell
12,347
-242
-2% -$114K 0.23% 107
2015
Q4 		$6.02M Hold
12,589
– – 0.22% 109
2015
Q3 		$5.89M Buy
12,589
+143
+1% +$68.8K 0.23% 98
2015
Q2 		$5.83M Hold
12,446
– – 0.2% 127
2015
Q1 		$6.06M Sell
12,446
-6,300
-34% -$2.95M 0.21% 128
2014
Q4 		$8.69M Buy
18,746
+6,800
+57% +$3.03M 0.28% 94
2014
Q3 		$5M Sell
11,946
-2,100
-15% -$897K 0.17% 157
2014
Q2 		$6.15M Buy
+14,046
New +$5.87M 0.2% 128

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Jupiter Asset Management's Y Position: Q3 2020 in Review

Jupiter Asset Management sold out of Alleghany Corp (Y) in Q3 2020, closing a stake of 5,769 shares — an estimated $2.82M sold.

Jupiter Asset Management first reported a position in Y in Q2 2014 and held it in 22 quarters. The position peaked at $9.56M in Q4 2019. 352 funds tracked by Wall St. Rank hold Y as of Q3 2020.

  • Jupiter Asset Management reported no remaining Alleghany Corp position as of Q3 2020 after selling out during the quarter.
  • Jupiter Asset Management sold 5,769 Alleghany Corp shares in Q3 2020, an estimated $2.82M.
  • Jupiter Asset Management first reported a position in Alleghany Corp in Q2 2014 and held it in 22 quarters.
  • Jupiter Asset Management's Alleghany Corp position peaked at $9.56M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2020.

Based on Jupiter Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.