Lenox Wealth Management’s Alleghany Corp Y Stock Holding History

Lenox Wealth 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
2019 Q3	–	Sell	-7	Closed	-$4K	–	741
2019 Q2	$4K	Hold	7	–	–	﹤0.01%	547
2019 Q1	$4K	Hold	7	–	–	﹤0.01%	551
2018 Q4	$4K	Hold	7	–	–	﹤0.01%	502
2018 Q3	$5K	Hold	7	–	–	﹤0.01%	508
2018 Q2	$4K	Hold	7	–	–	﹤0.01%	459
2018 Q1	$4K	Hold	7	–	–	﹤0.01%	415
2017 Q4	$4K	Hold	7	–	–	﹤0.01%	438
2017 Q3	$3K	Hold	7	–	–	﹤0.01%	464
2017 Q2	$4K	Hold	7	–	–	﹤0.01%	441
2017 Q1	$4K	Hold	7	–	–	﹤0.01%	199
2016 Q4	$4K	Hold	7	–	–	﹤0.01%	200
2016 Q3	$4K	Hold	7	–	–	﹤0.01%	197
2016 Q2	$4K	Hold	7	–	–	﹤0.01%	201
2016 Q1	$3K	Hold	7	–	–	﹤0.01%	219
2015 Q4	$3K	Hold	7	–	–	﹤0.01%	222
2015 Q3	$3K	Hold	7	–	–	﹤0.01%	135
2015 Q2	$3K	Hold	7	–	–	﹤0.01%	142
2015 Q1	$3K	Hold	7	–	–	﹤0.01%	144
2014 Q4	$3K	Hold	7	–	–	﹤0.01%	147
2014 Q3	$3K	Hold	7	–	–	﹤0.01%	147
2014 Q2	$3K	Hold	7	–	–	﹤0.01%	154
2014 Q1	$3K	Hold	7	–	–	﹤0.01%	170
2013 Q4	$3K	Buy	+7	New	+$2.79K	﹤0.01%	172

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 $3.37T AUM 44.26% 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

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

FPP

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

Lenox Wealth Management's Y Position: Q3 2019 in Review

Lenox Wealth Management sold out of Alleghany Corp (Y) in Q3 2019, closing a stake of 7 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in Y in Q4 2013 and held it in 23 quarters. The position peaked at $5K in Q3 2018. 375 funds tracked by Wall St. Rank hold Y as of Q3 2019.

Lenox Wealth Management reported no remaining Alleghany Corp position as of Q3 2019 after selling out during the quarter.
Lenox Wealth Management sold 7 Alleghany Corp shares in Q3 2019, an estimated $4K.
Lenox Wealth Management first reported a position in Alleghany Corp in Q4 2013 and held it in 23 quarters.
Lenox Wealth Management's Alleghany Corp position peaked at $5K in Q3 2018.
375 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.