UCFA
Y

United Capital Financial Advisors’s Alleghany Corp Y Stock Holding History

United Capital Financial Advisors’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
2021
Q1 		– Sell
-366
Closed -$221K – 1251
2020
Q4 		$221K Buy
+366
New +$214K ﹤0.01% 1099
2019
Q4 		– Sell
-10,602
Closed -$8.46M – 1448
2019
Q3 		$8.46M Buy
+10,602
New +$7.8M 0.06% 314

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

United Capital Financial Advisors's Y Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 366 shares — an estimated $221K sold.

United Capital Financial Advisors first reported a position in Y in Q3 2019 and held it in 2 quarters. The position peaked at $8.46M in Q3 2019. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

  • United Capital Financial Advisors reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 366 Alleghany Corp shares in Q1 2021, an estimated $221K.
  • United Capital Financial Advisors first reported a position in Alleghany Corp in Q3 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Alleghany Corp position peaked at $8.46M in Q3 2019.
  • 393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.