OPS
Y

Orion Portfolio Solutions’s Alleghany Corp Y Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-14
Closed -$7K – 2243
2020
Q2 		$7K Buy
14
+2
+17% +$1.03K ﹤0.01% 1369
2020
Q1 		$7K Buy
12
+4
+50% +$2.88K ﹤0.01% 1209
2019
Q4 		$6K Buy
+8
New +$6.25K ﹤0.01% 1225

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Orion Portfolio Solutions's Y Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Alleghany Corp (Y) in Q3 2020, closing a stake of 14 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in Y in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 352 funds tracked by Wall St. Rank hold Y as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Alleghany Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14 Alleghany Corp shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Alleghany Corp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Alleghany Corp position peaked at $7K in Q2 2020.
  • 352 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.