Toth Financial Advisory’s Alleghany Corp Y Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-5	Closed	-$4K	–	800
2022 Q1	$4K	Hold	5	–	–	﹤0.01%	576
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	632
2021 Q3	$3K	Hold	5	–	–	﹤0.01%	630
2021 Q2	$3K	Hold	5	–	–	﹤0.01%	573
2021 Q1	$3K	Hold	5	–	–	﹤0.01%	568
2020 Q4	$3K	Hold	5	–	–	﹤0.01%	514
2020 Q3	$3K	Buy	+5	New	+$2.63K	﹤0.01%	463

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

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

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

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

LCOV

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

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Toth Financial Advisory's Y Position: Q2 2022 in Review

Toth Financial Advisory sold out of Alleghany Corp (Y) in Q2 2022, closing a stake of 5 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in Y in Q3 2020 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 447 funds tracked by Wall St. Rank hold Y as of Q2 2022.

Toth Financial Advisory reported no remaining Alleghany Corp position as of Q2 2022 after selling out during the quarter.
Toth Financial Advisory sold 5 Alleghany Corp shares in Q2 2022, an estimated $4K.
Toth Financial Advisory first reported a position in Alleghany Corp in Q3 2020 and held it in 7 quarters.
Toth Financial Advisory's Alleghany Corp position peaked at $4K in Q1 2022.
447 funds tracked by Wall St. Rank held Alleghany Corp as of Q2 2022.

Based on Toth Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.