Kovitz Investment Group Partners
Y

Kovitz Investment Group Partners’s Alleghany Corp Y Stock Holding History

Kovitz Investment Group Partners’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
-2,913
Closed -$1.82M – 474
2021
Q3 		$1.82M Buy
+2,913
New +$1.92M 0.04% 241

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JP Morgan Chase
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Kovitz Investment Group Partners's Y Position: Q4 2021 in Review

Kovitz Investment Group Partners sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 2,913 shares — an estimated $1.82M sold.

Kovitz Investment Group Partners first reported a position in Y in Q3 2021 and held it in 1 quarter. The position peaked at $1.82M in Q3 2021. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

  • Kovitz Investment Group Partners reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,913 Alleghany Corp shares in Q4 2021, an estimated $1.82M.
  • Kovitz Investment Group Partners first reported a position in Alleghany Corp in Q3 2021 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Alleghany Corp position peaked at $1.82M in Q3 2021.
  • 417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2021, filed 4 Feb 2022.