Security National Bank of Sioux City Iowa’s Alleghany Corp Y Stock Holding History

Security National Bank of Sioux City Iowa’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 Q1	–	Sell	-300	Closed	-$240K	–	93
2019 Q4	$240K	Hold	300	–	–	0.24%	79
2019 Q3	$239K	Hold	300	–	–	0.27%	76
2019 Q2	$204K	Buy	+300	New	+$199K	0.24%	83

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $535B AUM 26.23% 1-Year Est. Return

Security National Bank of Sioux City Iowa's Y Position: Q1 2020 in Review

Security National Bank of Sioux City Iowa sold out of Alleghany Corp (Y) in Q1 2020, closing a stake of 300 shares — an estimated $240K sold.

Security National Bank of Sioux City Iowa first reported a position in Y in Q2 2019 and held it in 3 quarters. The position peaked at $240K in Q4 2019. 367 funds tracked by Wall St. Rank hold Y as of Q1 2020.

Security National Bank of Sioux City Iowa reported no remaining Alleghany Corp position as of Q1 2020 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 300 Alleghany Corp shares in Q1 2020, an estimated $240K.
Security National Bank of Sioux City Iowa first reported a position in Alleghany Corp in Q2 2019 and held it in 3 quarters.
Security National Bank of Sioux City Iowa's Alleghany Corp position peaked at $240K in Q4 2019.
367 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2020.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2020, filed 8 May 2020.