JIM
Y

Jupiter Investment Management’s Alleghany Corp Y Stock Holding History

Jupiter Investment 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
2018
Q2 		– Sell
-3,583
Closed -$2.2M – 463
2018
Q1 		$2.2M Sell
3,583
-1,394
-28% -$840K 0.02% 237
2017
Q4 		$2.97M Buy
+4,977
New +$2.84M 0.03% 210

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's Y Position: Q2 2018 in Review

Jupiter Investment Management sold out of Alleghany Corp (Y) in Q2 2018, closing a stake of 3,583 shares — an estimated $2.2M sold.

Jupiter Investment Management first reported a position in Y in Q4 2017 and held it in 2 quarters. The position peaked at $2.97M in Q4 2017. 353 funds tracked by Wall St. Rank hold Y as of Q2 2018.

  • Jupiter Investment Management reported no remaining Alleghany Corp position as of Q2 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 3,583 Alleghany Corp shares in Q2 2018, an estimated $2.2M.
  • Jupiter Investment Management first reported a position in Alleghany Corp in Q4 2017 and held it in 2 quarters.
  • Jupiter Investment Management's Alleghany Corp position peaked at $2.97M in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.