MFG
Y

Magnus Financial Group’s Alleghany Corp Y Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-589
Closed -$325K – 778
2020
Q1 		$325K Buy
589
+11
+2% +$7.91K 0.04% 246
2019
Q4 		$462K Hold
578
– – 0.07% 161
2019
Q3 		$461K Hold
578
– – 0.09% 130
2019
Q2 		$394K Hold
578
– – 0.08% 159
2019
Q1 		$354K Hold
578
– – 0.07% 184
2018
Q4 		$360K Buy
+578
New +$356K 0.1% 135

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Magnus Financial Group's Y Position: Q2 2020 in Review

Magnus Financial Group sold out of Alleghany Corp (Y) in Q2 2020, closing a stake of 589 shares — an estimated $325K sold.

Magnus Financial Group first reported a position in Y in Q4 2018 and held it in 6 quarters. The position peaked at $462K in Q4 2019. 357 funds tracked by Wall St. Rank hold Y as of Q2 2020.

  • Magnus Financial Group reported no remaining Alleghany Corp position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 589 Alleghany Corp shares in Q2 2020, an estimated $325K.
  • Magnus Financial Group first reported a position in Alleghany Corp in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Alleghany Corp position peaked at $462K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.