TOBAM’s Alleghany Corp Y Stock Holding History

TOBAM’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 Q1	–	Sell	-50	Closed	-$33K	–	488
2021 Q4	$33K	Hold	50	–	–	﹤0.01%	416
2021 Q3	$31K	Hold	50	–	–	﹤0.01%	422
2021 Q2	$33K	Hold	50	–	–	﹤0.01%	415
2021 Q1	$31K	Hold	50	–	–	﹤0.01%	415
2020 Q4	$30K	Buy	+50	New	+$29.2K	﹤0.01%	411

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

TOBAM's Y Position: Q1 2022 in Review

TOBAM sold out of Alleghany Corp (Y) in Q1 2022, closing a stake of 50 shares — an estimated $33K sold.

TOBAM first reported a position in Y in Q4 2020 and held it in 5 quarters. The position peaked at $33K in Q4 2021. 438 funds tracked by Wall St. Rank hold Y as of Q1 2022.

TOBAM reported no remaining Alleghany Corp position as of Q1 2022 after selling out during the quarter.
TOBAM sold 50 Alleghany Corp shares in Q1 2022, an estimated $33K.
TOBAM first reported a position in Alleghany Corp in Q4 2020 and held it in 5 quarters.
TOBAM's Alleghany Corp position peaked at $33K in Q4 2021.
438 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2022.

Based on TOBAM's 13F filing for Q1 2022, filed 25 Apr 2022.