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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tevis Investment Management's Y Position: Q4 2022 in Review

Tevis Investment Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 1,507 shares — an estimated $1.27M sold.

Tevis Investment Management first reported a position in Y in Q4 2021 and held it in 4 quarters. The position peaked at $1.27M in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Tevis Investment Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 1,507 Alleghany Corp shares in Q4 2022, an estimated $1.27M.
  • Tevis Investment Management first reported a position in Alleghany Corp in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Alleghany Corp position peaked at $1.27M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.