TIM
Y

Tevis Investment Management’s Alleghany Corp Y Stock Holding History

Tevis Investment Management’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
-1,507
Closed -$1.27M – 211
2022
Q3 		$1.27M Sell
1,507
-7
-0.5% -$5.87K 1.23% 25
2022
Q2 		$1.25M Buy
1,514
+24
+2% +$20.1K 1.19% 26
2022
Q1 		$1.25M Buy
1,490
+42
+3% +$29.1K 1.13% 27
2021
Q4 		$970K Buy
+1,448
New +$965K 0.85% 38

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return