NEI
Y

Northwest & Ethical Investments’s Alleghany Corp Y Stock Holding History

Northwest & Ethical Investments’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
2020
Q2 		– Sell
-1,338
Closed -$739K – 426
2020
Q1 		$739K Buy
1,338
+33
+3% +$23.7K 0.04% 316
2019
Q4 		$1.04M Buy
+1,305
New +$1.02M 0.05% 317

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest & Ethical Investments's Y Position: Q2 2020 in Review

Northwest & Ethical Investments sold out of Alleghany Corp (Y) in Q2 2020, closing a stake of 1,338 shares — an estimated $739K sold.

Northwest & Ethical Investments first reported a position in Y in Q4 2019 and held it in 2 quarters. The position peaked at $1.04M in Q4 2019. 357 funds tracked by Wall St. Rank hold Y as of Q2 2020.

  • Northwest & Ethical Investments reported no remaining Alleghany Corp position as of Q2 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,338 Alleghany Corp shares in Q2 2020, an estimated $739K.
  • Northwest & Ethical Investments first reported a position in Alleghany Corp in Q4 2019 and held it in 2 quarters.
  • Northwest & Ethical Investments's Alleghany Corp position peaked at $1.04M in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2020.

Based on Northwest & Ethical Investments's 13F filing for Q2 2020, filed 8 Jul 2025.