Montis Financial’s Alleghany Corp Y Stock Holding History

Montis Financial’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 Q1	–	Sell	-350	Closed	-$234K	–	90
2021 Q4	$234K	Buy	+350	New	+$233K	0.17%	76

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Montis Financial's Y Position: Q1 2022 in Review

Montis Financial sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 350 shares — an estimated $234K sold.

Montis Financial first reported a position in Y in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

Montis Financial reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 350 Alleghany Corp shares in Q1 2022, an estimated $234K.
Montis Financial first reported a position in Alleghany Corp in Q4 2021 and held it in 1 quarter.
Montis Financial's Alleghany Corp position peaked at $234K in Q4 2021.
438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.