Mercer Global Advisors
Y

Mercer Global Advisors’s Alleghany Corp Y Stock Holding History

Mercer Global 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
Q4 		– Sell
-458
Closed -$384K – 2020
2022
Q3 		$384K Sell
458
-1,181
-72% -$991K ﹤0.01% 1273
2022
Q2 		$1.36M Sell
1,639
-119
-7% -$99.5K 0.01% 724
2022
Q1 		$1.49M Sell
1,758
-760
-30% -$526K 0.01% 752
2021
Q4 		$1.68M Buy
2,518
+1,056
+72% +$704K 0.01% 687
2021
Q3 		$913K Buy
1,462
+960
+191% +$634K 0.01% 900
2021
Q2 		$335K Buy
502
+50
+11% +$34.4K ﹤0.01% 1337
2021
Q1 		$283K Buy
+452
New +$280K ﹤0.01% 1335

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

Mercer Global Advisors's Y Position: Q4 2022 in Review

Mercer Global Advisors sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 458 shares — an estimated $384K sold.

Mercer Global Advisors first reported a position in Y in Q1 2021 and held it in 7 quarters. The position peaked at $1.68M in Q4 2021. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Mercer Global Advisors reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 458 Alleghany Corp shares in Q4 2022, an estimated $384K.
  • Mercer Global Advisors first reported a position in Alleghany Corp in Q1 2021 and held it in 7 quarters.
  • Mercer Global Advisors's Alleghany Corp position peaked at $1.68M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.