MIM
Y

Meridiem Investment Management’s Alleghany Corp Y Stock Holding History

Meridiem Investment 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
2022
Q4 		– Sell
-417
Closed -$350K – 86
2022
Q3 		$350K Hold
417
– – 0.01% 39
2022
Q2 		$348K Hold
417
– – 0.01% 41
2022
Q1 		$353K Hold
417
– – 0.01% 43
2021
Q4 		$278K Hold
417
– – 0.01% 46
2021
Q3 		$260K Hold
417
– – 0.01% 46
2021
Q2 		$278K Hold
417
– – 0.01% 46
2021
Q1 		$262K Hold
417
– – 0.01% 47
2020
Q4 		$252K Buy
+417
New +$243K 0.01% 45

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

Meridiem Investment Management's Y Position: Q4 2022 in Review

Meridiem Investment Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 417 shares — an estimated $350K sold.

Meridiem Investment Management first reported a position in Y in Q4 2020 and held it in 8 quarters. The position peaked at $353K in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Meridiem Investment Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Meridiem Investment Management sold 417 Alleghany Corp shares in Q4 2022, an estimated $350K.
  • Meridiem Investment Management first reported a position in Alleghany Corp in Q4 2020 and held it in 8 quarters.
  • Meridiem Investment Management's Alleghany Corp position peaked at $353K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Meridiem Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.