SC
Y

Schubert & Co’s Alleghany Corp Y Stock Holding History

Schubert & Co’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
Q4 		– Sell
-4
Closed -$3K – 1660
2022
Q3 		$3K Hold
4
– – ﹤0.01% 712
2022
Q2 		$3K Hold
4
– – ﹤0.01% 691
2022
Q1 		$3K Sell
4
-1
-20% -$693 ﹤0.01% 324
2021
Q4 		$3K Buy
+5
New +$3.33K ﹤0.01% 281

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Schubert & Co's Y Position: Q4 2022 in Review

Schubert & Co sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 4 shares — an estimated $3K sold.

Schubert & Co first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Schubert & Co reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Schubert & Co sold 4 Alleghany Corp shares in Q4 2022, an estimated $3K.
  • Schubert & Co first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Schubert & Co's Alleghany Corp position peaked at $3K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Schubert & Co's 13F filing for Q4 2022, filed 1 Feb 2023.