Westchester Capital Management (New York)’s Alleghany Corp Y Stock Holding History

Westchester Capital Management (New York)’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	-85,946	Closed	-$72.1M	–	598
2022 Q3	$72.1M	Buy	85,946 +6,946	+9%	+$5.83M	2.03%	14
2022 Q2	$65.8M	Buy	79,000 +60,481	+327%	+$50.6M	1.84%	14
2022 Q1	$15.7M	Buy	+18,519	New	+$12.8M	0.43%	44

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

Westchester Capital Management (New York)'s Y Position: Q4 2022 in Review

Westchester Capital Management (New York) sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 85,946 shares — an estimated $72.1M sold.

Westchester Capital Management (New York) first reported a position in Y in Q1 2022 and held it in 3 quarters. The position peaked at $72.1M in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Westchester Capital Management (New York) reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Westchester Capital Management (New York) sold 85,946 Alleghany Corp shares in Q4 2022, an estimated $72.1M.
Westchester Capital Management (New York) first reported a position in Alleghany Corp in Q1 2022 and held it in 3 quarters.
Westchester Capital Management (New York)'s Alleghany Corp position peaked at $72.1M in Q3 2022.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.