SIG
Y

Stonegate Investment Group’s Alleghany Corp Y Stock Holding History

Stonegate Investment Group’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
-2,000
Closed -$1.68M – 352
2022
Q3 		$1.68M Hold
2,000
– – 0.08% 112
2022
Q2 		$1.67M Sell
2,000
-163
-8% -$136K 0.07% 116
2022
Q1 		$1.83M Buy
+2,163
New +$1.5M 0.06% 105

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

Stonegate Investment Group's Y Position: Q4 2022 in Review

Stonegate Investment Group sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 2,000 shares — an estimated $1.68M sold.

Stonegate Investment Group first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $1.83M in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Stonegate Investment Group reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 2,000 Alleghany Corp shares in Q4 2022, an estimated $1.68M.
  • Stonegate Investment Group first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
  • Stonegate Investment Group's Alleghany Corp position peaked at $1.83M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Stonegate Investment Group's 13F filing for Q4 2022, filed 24 Jan 2023.