LP
Y

LGL Partners’s Alleghany Corp Y Stock Holding History

LGL Partners’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
Q4 		– Sell
-361
Closed -$303K – 160
2022
Q3 		$303K Buy
+361
New +$303K 0.06% 94

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LGL Partners's Y Position: Q4 2022 in Review

LGL Partners sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 361 shares — an estimated $303K sold.

LGL Partners first reported a position in Y in Q3 2022 and held it in 1 quarter. The position peaked at $303K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • LGL Partners reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • LGL Partners sold 361 Alleghany Corp shares in Q4 2022, an estimated $303K.
  • LGL Partners first reported a position in Alleghany Corp in Q3 2022 and held it in 1 quarter.
  • LGL Partners's Alleghany Corp position peaked at $303K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.