Lee Financial’s Alleghany Corp Y Stock Holding History

Lee Financial’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 Q3	–	Sell	-16	Closed	-$9K	–	766
2018 Q2	$9K	Hold	16	–	–	﹤0.01%	517
2018 Q1	$10K	Buy	+16	New	+$9.65K	﹤0.01%	480

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Lee Financial's Y Position: Q3 2018 in Review

Lee Financial sold out of Alleghany Corp (Y) in Q3 2018, closing a stake of 16 shares — an estimated $9K sold.

Lee Financial first reported a position in Y in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 349 funds tracked by Wall St. Rank hold Y as of Q3 2018.

Lee Financial reported no remaining Alleghany Corp position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 16 Alleghany Corp shares in Q3 2018, an estimated $9K.
Lee Financial first reported a position in Alleghany Corp in Q1 2018 and held it in 2 quarters.
Lee Financial's Alleghany Corp position peaked at $10K in Q1 2018.
349 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.