LIM
Y

Lagoda Investment Management’s Alleghany Corp Y Stock Holding History

Lagoda 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
2020
Q4 		– Sell
-263
Closed -$137K – 36
2020
Q3 		$137K Hold
263
– – 0.1% 27
2020
Q2 		$129K Sell
263
-20
-7% -$10.4K 0.11% 23
2020
Q1 		$156K Sell
283
-10
-3% -$7.19K 0.18% 22
2019
Q4 		$234K Hold
293
– – 0.23% 22
2019
Q3 		$234K Hold
293
– – 0.28% 19
2019
Q2 		$200K Hold
293
– – 0.23% 19
2019
Q1 		$179K Sell
293
-12
-4% -$7.5K 0.23% 20
2018
Q4 		$190K Hold
305
– – 0.32% 19
2018
Q3 		$199K Sell
305
-25
-8% -$15.7K 0.08% 27
2018
Q2 		$190K Sell
330
-15
-4% -$8.76K 0.08% 29
2018
Q1 		$212K Sell
345
-220
-39% -$133K 0.08% 29
2017
Q4 		$337K Sell
565
-199
-26% -$114K 0.13% 25
2017
Q3 		$423K Sell
764
-90
-11% -$52.5K 0.15% 25
2017
Q2 		$508K Buy
854
+399
+88% +$237K 0.19% 23
2017
Q1 		$280K Sell
455
-15
-3% -$9.36K 0.11% 22
2016
Q4 		$286K Buy
470
+200
+74% +$112K 0.1% 24
2016
Q3 		$142K Hold
270
– – 0.04% 22
2016
Q2 		$148K Sell
270
-35
-11% -$18.2K 0.06% 21
2016
Q1 		$151K Sell
305
-520
-63% -$246K 0.05% 23
2015
Q4 		$394K Buy
825
+185
+29% +$91.4K 0.1% 25
2015
Q3 		$300K Sell
640
-15
-2% -$7.22K 0.09% 24
2015
Q2 		$307K Sell
655
-10
-2% -$4.81K 0.08% 23
2015
Q1 		$324K Sell
665
-130
-16% -$60.8K 0.09% 23
2014
Q4 		$368K Buy
+795
New +$354K 0.1% 25

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Lagoda Investment Management's Y Position: Q4 2020 in Review

Lagoda Investment Management sold out of Alleghany Corp (Y) in Q4 2020, closing a stake of 263 shares — an estimated $137K sold.

Lagoda Investment Management first reported a position in Y in Q4 2014 and held it in 24 quarters. The position peaked at $508K in Q2 2017. 387 funds tracked by Wall St. Rank hold Y as of Q4 2020.

  • Lagoda Investment Management reported no remaining Alleghany Corp position as of Q4 2020 after selling out during the quarter.
  • Lagoda Investment Management sold 263 Alleghany Corp shares in Q4 2020, an estimated $137K.
  • Lagoda Investment Management first reported a position in Alleghany Corp in Q4 2014 and held it in 24 quarters.
  • Lagoda Investment Management's Alleghany Corp position peaked at $508K in Q2 2017.
  • 387 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2020.

Based on Lagoda Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.