Meridian Investment Counsel’s Alleghany Corp Y Stock Holding History

Meridian Investment Counsel’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	-705	Closed	-$592K	–	209
2022 Q3	$592K	Sell	705 -40	-5%	-$33.6K	0.26%	101
2022 Q2	$621K	Sell	745 -60	-7%	-$50.2K	0.26%	101
2022 Q1	$682K	Buy	805 +390	+94%	+$270K	0.24%	106
2021 Q4	$277K	Sell	415 -40	-9%	-$26.7K	0.09%	180
2021 Q3	$284K	Buy	455 +37	+9%	+$24.4K	0.1%	173
2021 Q2	$279K	Buy	+418	New	+$288K	0.1%	168

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Meridian Investment Counsel's Y Position: Q4 2022 in Review

Meridian Investment Counsel sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 705 shares — an estimated $592K sold.

Meridian Investment Counsel first reported a position in Y in Q2 2021 and held it in 6 quarters. The position peaked at $682K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Meridian Investment Counsel reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Meridian Investment Counsel sold 705 Alleghany Corp shares in Q4 2022, an estimated $592K.
Meridian Investment Counsel first reported a position in Alleghany Corp in Q2 2021 and held it in 6 quarters.
Meridian Investment Counsel's Alleghany Corp position peaked at $682K in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Meridian Investment Counsel's 13F filing for Q4 2022, filed 6 Feb 2023.