Lake Street Advisors Group’s Alleghany Corp Y Stock Holding History

Lake Street Advisors Group’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 Q1	–	Sell	-349	Closed	-$279K	–	292
2019 Q4	$279K	Buy	+349	New	+$273K	0.03%	198
2019 Q3	–	Sell	-406	Closed	-$277K	–	244
2019 Q2	$277K	Sell	406 -76	-16%	-$50.4K	0.03%	163
2019 Q1	$295K	Buy	+482	New	+$301K	0.03%	157
2018 Q3	–	Sell	-1,727	Closed	-$993K	–	317
2018 Q2	$993K	Hold	1,727	–	–	0.1%	78
2018 Q1	$1.06M	Buy	+1,727	New	+$1.04M	0.12%	61

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lake Street Advisors Group's Y Position: Q1 2020 in Review

Lake Street Advisors Group sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 349 shares — an estimated $279K sold.

Lake Street Advisors Group first reported a position in Y in Q1 2018 and held it in 5 quarters. The position peaked at $1.06M in Q1 2018. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

Lake Street Advisors Group reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
Lake Street Advisors Group sold 349 Alleghany Corp shares in Q1 2020, an estimated $279K.
Lake Street Advisors Group first reported a position in Alleghany Corp in Q1 2018 and held it in 5 quarters.
Lake Street Advisors Group's Alleghany Corp position peaked at $1.06M in Q1 2018.
367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Lake Street Advisors Group's 13F filing for Q1 2020, filed 14 May 2020.