PCM
Y

Poehling Capital Management’s Alleghany Corp Y Stock Holding History

Poehling Capital 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
Q3 		– Sell
-244
Closed -$203K – 131
2022
Q2 		$203K Buy
+244
New +$204K 0.08% 111
2018
Q3 		– Sell
-25
Closed -$14K – 281
2018
Q2 		$14K Hold
25
– – 0.01% 214
2018
Q1 		$15K Sell
25
-435
-95% -$262K 0.01% 215
2017
Q4 		$274K Buy
+460
New +$262K 0.23% 82

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Poehling Capital Management's Y Position: Q3 2022 in Review

Poehling Capital Management sold out of Alleghany Corp (Y) in Q3 2022, closing a stake of 244 shares — an estimated $203K sold.

Poehling Capital Management first reported a position in Y in Q4 2017 and held it in 4 quarters. The position peaked at $274K in Q4 2017. 426 funds tracked by Wall St. Rank hold Y as of Q3 2022.

  • Poehling Capital Management reported no remaining Alleghany Corp position as of Q3 2022 after selling out during the quarter.
  • Poehling Capital Management sold 244 Alleghany Corp shares in Q3 2022, an estimated $203K.
  • Poehling Capital Management first reported a position in Alleghany Corp in Q4 2017 and held it in 4 quarters.
  • Poehling Capital Management's Alleghany Corp position peaked at $274K in Q4 2017.
  • 426 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2022.

Based on Poehling Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.