WT
Y

Whittier Trust’s Alleghany Corp Y Stock Holding History

Whittier Trust’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
-7
Closed -$6K – 1758
2022
Q3 		$6K Hold
7
– – ﹤0.01% 1439
2022
Q2 		$6K Hold
7
– – ﹤0.01% 1425
2022
Q1 		$6K Buy
+7
New +$4.85K ﹤0.01% 1440
2019
Q1 		– Sell
-24
Closed -$15K – 1523
2018
Q4 		$15K Buy
+24
New +$14.8K ﹤0.01% 1023

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Whittier Trust's Y Position: Q4 2022 in Review

Whittier Trust sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 7 shares — an estimated $6K sold.

Whittier Trust first reported a position in Y in Q4 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2018. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Whittier Trust reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 7 Alleghany Corp shares in Q4 2022, an estimated $6K.
  • Whittier Trust first reported a position in Alleghany Corp in Q4 2018 and held it in 4 quarters.
  • Whittier Trust's Alleghany Corp position peaked at $15K in Q4 2018.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.