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	–	742
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return