Morgan Stanley
Y

Morgan Stanley’s Alleghany Corp Y Stock Holding History

Morgan Stanley’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
-90,063
Closed -$75.6M – 8154
2022
Q3 		$75.6M Buy
90,063
+18,281
+25% +$15.3M 0.01% 1052
2022
Q2 		$59.8M Buy
71,782
+36,864
+106% +$30.8M 0.01% 1251
2022
Q1 		$29.6M Sell
34,918
-786
-2% -$544K ﹤0.01% 1716
2021
Q4 		$23.8M Buy
35,704
+740
+2% +$493K ﹤0.01% 1986
2021
Q3 		$21.8M Sell
34,964
-6,991
-17% -$4.62M ﹤0.01% 2003
2021
Q2 		$28M Buy
41,955
+7,397
+21% +$5.09M ﹤0.01% 1801
2021
Q1 		$21.6M Sell
34,558
-2,040
-6% -$1.26M ﹤0.01% 1831
2020
Q4 		$22.1M Buy
36,598
+25,213
+221% +$14.7M ﹤0.01% 1710
2020
Q3 		$5.93M Sell
11,385
-3,490
-23% -$1.83M ﹤0.01% 2550
2020
Q2 		$7.28M Sell
14,875
-5,563
-27% -$2.88M ﹤0.01% 2280
2020
Q1 		$11.3M Sell
20,438
-6,674
-25% -$4.8M ﹤0.01% 1675
2019
Q4 		$21.7M Buy
27,112
+8,155
+43% +$6.37M 0.01% 1582
2019
Q3 		$15.1M Sell
18,957
-9,164
-33% -$6.74M ﹤0.01% 1725
2019
Q2 		$19.2M Sell
28,121
-6,514
-19% -$4.32M 0.01% 1531
2019
Q1 		$21.2M Buy
34,635
+10,562
+44% +$6.6M 0.01% 1397
2018
Q4 		$15M Sell
24,073
-14,688
-38% -$9.05M ﹤0.01% 1721
2018
Q3 		$25.3M Sell
38,761
-5,102
-12% -$3.19M 0.01% 1471
2018
Q2 		$25.2M Sell
43,863
-11,976
-21% -$6.99M 0.01% 1431
2018
Q1 		$34.3M Buy
55,839
+274
+0.5% +$165K 0.01% 1194
2017
Q4 		$33.1M Sell
55,565
-15,454
-22% -$8.82M 0.01% 1257
2017
Q3 		$39.3M Buy
71,019
+799
+1% +$466K 0.01% 1057
2017
Q2 		$41.8M Sell
70,220
-9,977
-12% -$5.94M 0.01% 1011
2017
Q1 		$49.3M Buy
80,197
+38,378
+92% +$23.9M 0.02% 914
2016
Q4 		$25.4M Buy
41,819
+767
+2% +$428K 0.01% 1330
2016
Q3 		$21.6M Buy
41,052
+18,220
+80% +$9.74M 0.01% 1389
2016
Q2 		$12.5M Sell
22,832
-4,404
-16% -$2.3M ﹤0.01% 1800
2016
Q1 		$13.5M Sell
27,236
-24,672
-48% -$11.7M 0.01% 1627
2015
Q4 		$24.8M Buy
51,908
+17,962
+53% +$8.87M 0.01% 1246
2015
Q3 		$15.9M Sell
33,946
-10,226
-23% -$4.92M 0.01% 1574
2015
Q2 		$20.7M Buy
44,172
+22,973
+108% +$11M 0.01% 1467
2015
Q1 		$10.3M Buy
21,199
+2,836
+15% +$1.33M ﹤0.01% 2030
2014
Q4 		$8.51M Sell
18,363
-1,571
-8% -$699K ﹤0.01% 2212
2014
Q3 		$8.34M Buy
19,934
+11,985
+151% +$5.12M ﹤0.01% 2199
2014
Q2 		$3.48M Buy
7,949
+413
+5% +$173K ﹤0.01% 3004
2014
Q1 		$3.07M Sell
7,536
-18,000
-70% -$6.98M ﹤0.01% 3058
2013
Q4 		$10.2M Buy
25,536
+13,517
+112% +$5.39M ﹤0.01% 1934
2013
Q3 		$4.92M Buy
12,019
+2,753
+30% +$1.1M ﹤0.01% 2432
2013
Q2 		$3.55M Buy
+9,266
New +$3.59M ﹤0.01% 2647

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Morgan Stanley's Y Position: Q4 2022 in Review

Morgan Stanley sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 90,063 shares — an estimated $75.6M sold.

Morgan Stanley first reported a position in Y in Q2 2013 and held it in 38 quarters. The position peaked at $75.6M in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Morgan Stanley reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 90,063 Alleghany Corp shares in Q4 2022, an estimated $75.6M.
  • Morgan Stanley first reported a position in Alleghany Corp in Q2 2013 and held it in 38 quarters.
  • Morgan Stanley's Alleghany Corp position peaked at $75.6M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.