Rowland Carmichael Advisors’s Alleghany Corp Y Stock Holding History

Rowland Carmichael Advisors’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 Q4	$273K	Hold	452	–	–	0.09%	242
2020 Q3	$235K	Hold	452	–	–	0.09%	243
2020 Q2	$221K	Hold	452	–	–	0.09%	246
2020 Q1	$250K	Hold	452	–	–	0.13%	197
2019 Q4	$361K	Hold	452	–	–	0.12%	196
2019 Q3	$361K	Sell	452 -53	-10%	-$39K	0.12%	190
2019 Q2	$344K	Hold	505	–	–	0.12%	188
2019 Q1	$309K	Sell	505 -146	-22%	-$91.2K	0.11%	191
2018 Q4	$406K	Hold	651	–	–	0.18%	140
2018 Q3	$425K	Hold	651	–	–	0.16%	151
2018 Q2	$374K	Hold	651	–	–	0.16%	170
2018 Q1	$400K	Hold	651	–	–	0.22%	142
2017 Q4	$388K	Buy	+651	New	+$371K	0.2%	150

Other funds holding Y

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Rowland Carmichael Advisors's Y Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Alleghany Corp (Y) position steady in Q4 2020 at 452 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #242.

Rowland Carmichael Advisors first reported a position in Y in Q4 2017 and has held it in 13 quarters since. The position peaked at $425K in Q3 2018. 387 funds tracked by Wall St. Rank hold Y as of Q4 2020.

Rowland Carmichael Advisors held 452 shares of Alleghany Corp worth $273K as of Q4 2020.
Rowland Carmichael Advisors left its Alleghany Corp share count unchanged in Q4 2020.
Alleghany Corp made up 0.09% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #242 holding.
Rowland Carmichael Advisors first reported a position in Alleghany Corp in Q4 2017 and has held it in 13 quarters since.
Rowland Carmichael Advisors's Alleghany Corp position peaked at $425K in Q3 2018.
387 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.