SFS
Y

Sowell Financial Services’s Alleghany Corp Y Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-50
Closed -$28K – 2742
2020
Q1 		$28K Sell
50
-41
-45% -$29.5K ﹤0.01% 1270
2019
Q4 		$73K Buy
91
+60
+194% +$46.9K 0.01% 1005
2019
Q3 		$25K Buy
+31
New +$22.8K ﹤0.01% 1208

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's Y Position: Q2 2020 in Review

Sowell Financial Services sold out of Alleghany Corp (Y) in Q2 2020, closing a stake of 50 shares — an estimated $28K sold.

Sowell Financial Services first reported a position in Y in Q3 2019 and held it in 3 quarters. The position peaked at $73K in Q4 2019. 357 funds tracked by Wall St. Rank hold Y as of Q2 2020.

  • Sowell Financial Services reported no remaining Alleghany Corp position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 50 Alleghany Corp shares in Q2 2020, an estimated $28K.
  • Sowell Financial Services first reported a position in Alleghany Corp in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Alleghany Corp position peaked at $73K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.