West Oak Capital’s Alleghany Corp Y Stock Holding History

West Oak Capital’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	-2,800	Closed	-$2.35M	–	338
2022 Q3	$2.35M	Hold	2,800	–	–	1.27%	20
2022 Q2	$2.33M	Hold	2,800	–	–	1.22%	22
2022 Q1	$2.37M	Hold	2,800	–	–	1.07%	30
2021 Q4	$1.87M	Hold	2,800	–	–	0.69%	48
2021 Q3	$1.75M	Hold	2,800	–	–	0.68%	54
2021 Q2	$1.87M	Hold	2,800	–	–	0.74%	55
2021 Q1	$1.75M	Hold	2,800	–	–	0.75%	54
2020 Q4	$1.69M	Hold	2,800	–	–	0.79%	52
2020 Q3	$1.46M	Hold	2,800	–	–	0.8%	52
2020 Q2	$1.37M	Hold	2,800	–	–	0.78%	55
2020 Q1	$1.55M	Hold	2,800	–	–	1.06%	37
2019 Q4	$2.24M	Hold	2,800	–	–	1.26%	23
2019 Q3	$2.23M	Hold	2,800	–	–	1.31%	24
2019 Q2	$1.91M	Hold	2,800	–	–	1.14%	34
2019 Q1	$1.72M	Hold	2,800	–	–	1.07%	36
2018 Q4	$1.75M	Hold	2,800	–	–	1.24%	23
2018 Q3	$1.83M	Hold	2,800	–	–	1.06%	35
2018 Q2	$1.61M	Hold	2,800	–	–	0.98%	35
2018 Q1	$1.72M	Hold	2,800	–	–	1.02%	27
2017 Q4	$1.67M	Hold	2,800	–	–	1.02%	35
2017 Q3	$1.55M	Hold	2,800	–	–	0.92%	39
2017 Q2	$1.67M	Hold	2,800	–	–	1.01%	30
2017 Q1	$1.72M	Hold	2,800	–	–	1.06%	29
2016 Q4	$1.7M	Hold	2,800	–	–	1.14%	23
2016 Q3	$1.47M	Hold	2,800	–	–	1.01%	33
2016 Q2	$1.54M	Hold	2,800	–	–	1.11%	33
2016 Q1	$1.39M	Hold	2,800	–	–	1.07%	36
2015 Q4	$1.34M	Hold	2,800	–	–	1.04%	37
2015 Q3	$1.31M	Hold	2,800	–	–	1.06%	32
2015 Q2	$1.31M	Hold	2,800	–	–	0.98%	39
2015 Q1	$1.36M	Hold	2,800	–	–	1%	41
2014 Q4	$1.3M	Hold	2,800	–	–	0.94%	44
2014 Q3	$1.17M	Hold	2,800	–	–	0.88%	47
2014 Q2	$1.23M	Hold	2,800	–	–	0.89%	44
2014 Q1	$1.14M	Hold	2,800	–	–	0.84%	48
2013 Q4	$1.12M	Hold	2,800	–	–	0.83%	52
2013 Q3	$1.15M	Hold	2,800	–	–	0.9%	44
2013 Q2	$1.07M	Buy	+2,800	New	+$1.09M	0.9%	45

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

West Oak Capital's Y Position: Q4 2022 in Review

West Oak Capital sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 2,800 shares — an estimated $2.35M sold.

West Oak Capital first reported a position in Y in Q2 2013 and held it in 38 quarters. The position peaked at $2.37M in Q1 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

West Oak Capital reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
West Oak Capital sold 2,800 Alleghany Corp shares in Q4 2022, an estimated $2.35M.
West Oak Capital first reported a position in Alleghany Corp in Q2 2013 and held it in 38 quarters.
West Oak Capital's Alleghany Corp position peaked at $2.37M in Q1 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.