LI
Y

Lafayette Investments’s Alleghany Corp Y Stock Holding History

Lafayette Investments’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
2022
Q4 		– Sell
-8,779
Closed -$7.37M – 124
2022
Q3 		$7.37M Sell
8,779
-388
-4% -$325K 2.27% 12
2022
Q2 		$7.64M Sell
9,167
-1,753
-16% -$1.47M 2.21% 10
2022
Q1 		$9.25M Sell
10,920
-10
-0.1% -$6.93K 2.3% 10
2021
Q4 		$7.3M Buy
10,930
+69
+0.6% +$46K 1.82% 17
2021
Q3 		$6.78M Sell
10,861
-6
-0.1% -$3.96K 1.84% 16
2021
Q2 		$7.25M Sell
10,867
-267
-2% -$184K 1.97% 14
2021
Q1 		$6.97M Sell
11,134
-45
-0.4% -$27.8K 2.23% 11
2020
Q4 		$6.75M Sell
11,179
-80
-0.7% -$46.7K 2.29% 8
2020
Q3 		$5.86M Sell
11,259
-155
-1% -$81.5K 2.24% 9
2020
Q2 		$5.58M Sell
11,414
-244
-2% -$126K 2.33% 9
2020
Q1 		$6.44M Sell
11,658
-183
-2% -$132K 3.1% 5
2019
Q4 		$9.47M Sell
11,841
-553
-4% -$432K 3.29% 4
2019
Q3 		$9.89M Sell
12,394
-40
-0.3% -$29.4K 3.57% 3
2019
Q2 		$8.47M Sell
12,434
-30
-0.2% -$19.9K 3% 6
2019
Q1 		$7.63M Sell
12,464
-1,678
-12% -$1.05M 2.81% 8
2018
Q4 		$8.81M Sell
14,142
-2,053
-13% -$1.26M 3.54% 4
2018
Q3 		$10.6M Sell
16,195
-233
-1% -$146K 3.65% 4
2018
Q2 		$9.45M Sell
16,428
-447
-3% -$261K 3.46% 5
2018
Q1 		$10.4M Sell
16,875
-219
-1% -$132K 3.88% 4
2017
Q4 		$10.2M Buy
17,094
+10
+0.1% +$5.71K 3.65% 4
2017
Q3 		$9.46M Buy
17,084
+159
+0.9% +$92.8K 3.52% 4
2017
Q2 		$10.1M Buy
16,925
+134
+0.8% +$79.8K 3.73% 4
2017
Q1 		$10.3M Sell
16,791
-72
-0.4% -$44.9K 3.82% 4
2016
Q4 		$10.3M Buy
16,863
+40
+0.2% +$22.3K 3.93% 4
2016
Q3 		$8.83M Sell
16,823
-169
-1% -$90.4K 3.56% 6
2016
Q2 		$9.34M Sell
16,992
-184
-1% -$95.9K 3.8% 5
2016
Q1 		$8.52M Sell
17,176
-112
-0.6% -$53K 3.54% 7
2015
Q4 		$8.26M Sell
17,288
-75
-0.4% -$37K 3.44% 7
2015
Q3 		$8.13M Hold
17,363
– – 3.55% 6
2015
Q2 		$8.14M Sell
17,363
-61
-0.4% -$29.3K 3.42% 6
2015
Q1 		$8.48M Sell
17,424
-25
-0.1% -$11.7K 3.6% 7
2014
Q4 		$8.09M Sell
17,449
-85
-0.5% -$37.8K 3.39% 8
2014
Q3 		$7.33M Hold
17,534
– – 3.29% 9
2014
Q2 		$7.68M Sell
17,534
-115
-0.7% -$48K 3.38% 10
2014
Q1 		$7.19M Buy
17,649
+608
+4% +$236K 3.28% 9
2013
Q4 		$6.82M Buy
17,041
+577
+4% +$230K 3.19% 9
2013
Q3 		$6.74M Buy
16,464
+265
+2% +$106K 3.28% 9
2013
Q2 		$6.21M Buy
+16,199
New +$6.28M 2.98% 9

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lafayette Investments's Y Position: Q4 2022 in Review

Lafayette Investments sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 8,779 shares — an estimated $7.37M sold.

Lafayette Investments first reported a position in Y in Q2 2013 and held it in 38 quarters. The position peaked at $10.6M in Q3 2018. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Lafayette Investments reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Lafayette Investments sold 8,779 Alleghany Corp shares in Q4 2022, an estimated $7.37M.
  • Lafayette Investments first reported a position in Alleghany Corp in Q2 2013 and held it in 38 quarters.
  • Lafayette Investments's Alleghany Corp position peaked at $10.6M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Lafayette Investments's 13F filing for Q4 2022, filed 24 Jan 2023.