Richard Pzena’s Alleghany Corp Y Stock Holding History

Richard Pzena’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
2018 Q3	–	Sell	-825	Closed	-$474K	–	194
2018 Q2	$474K	Hold	825	–	–	﹤0.01%	154
2018 Q1	$507K	Buy	825 +271	+49%	+$163K	﹤0.01%	144
2017 Q4	$330K	Buy	554 +135	+32%	+$77K	﹤0.01%	146
2017 Q3	$232K	Sell	419 -183	-30%	-$107K	﹤0.01%	148
2017 Q2	$358K	Buy	602 +179	+42%	+$107K	﹤0.01%	143
2017 Q1	$260K	Buy	+423	New	+$264K	﹤0.01%	148

Other funds holding Y

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard Pzena's Y Position: Q3 2018 in Review

Richard Pzena sold out of Alleghany Corp (Y) in Q3 2018, closing a stake of 825 shares — an estimated $474K sold.

Richard Pzena first reported a position in Y in Q1 2017 and held it in 6 quarters. The position peaked at $507K in Q1 2018. 349 funds tracked by Wall St. Rank hold Y as of Q3 2018.

Richard Pzena reported no remaining Alleghany Corp position as of Q3 2018 after selling out during the quarter.
Richard Pzena sold 825 Alleghany Corp shares in Q3 2018, an estimated $474K.
Richard Pzena first reported a position in Alleghany Corp in Q1 2017 and held it in 6 quarters.
Richard Pzena's Alleghany Corp position peaked at $507K in Q1 2018.
349 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2018.

Based on Pzena Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.