LWA
Y

Lenox Wealth Advisors’s Alleghany Corp Y Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-11
Closed -$7K – 1044
2021
Q4 		$7K Hold
11
– – ﹤0.01% 563
2021
Q3 		$7K Hold
11
– – ﹤0.01% 526
2021
Q2 		$7K Hold
11
– – ﹤0.01% 521
2021
Q1 		$7K Sell
11
-11
-50% -$6.81K ﹤0.01% 468
2020
Q4 		$13K Buy
+22
New +$12.8K ﹤0.01% 392
2016
Q1 		– Sell
-3
Closed -$1K – 433
2015
Q4 		$1K Buy
+3
New +$1.48K ﹤0.01% 445

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Lenox Wealth Advisors's Y Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 11 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in Y in Q4 2015 and held it in 6 quarters. The position peaked at $13K in Q4 2020. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 11 Alleghany Corp shares in Q1 2022, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Alleghany Corp in Q4 2015 and held it in 6 quarters.
  • Lenox Wealth Advisors's Alleghany Corp position peaked at $13K in Q4 2020.
  • 438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.