YorkBridge Wealth Partners’s Alleghany Corp Y Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-174	Closed	-$119K	–	707
2019 Q2	$119K	Sell	174 -2	-1%	-$1.33K	0.05%	260
2019 Q1	$108K	Sell	176 -9	-5%	-$5.62K	0.05%	262
2018 Q4	$115K	Buy	185 +3	+2%	+$1.85K	0.06%	227
2018 Q3	$117K	Sell	182 -4	-2%	-$2.5K	0.05%	258
2018 Q2	$107K	Hold	186	–	–	0.05%	280
2018 Q1	$110K	Sell	186 -2	-1%	-$1.21K	0.05%	281
2017 Q4	$112K	Sell	188 -18	-9%	-$10.3K	0.05%	270
2017 Q3	$114K	Hold	206	–	–	0.06%	246
2017 Q2	$124K	Buy	206 +3	+1%	+$1.79K	0.07%	229
2017 Q1	$124K	Hold	203	–	–	0.06%	225
2016 Q4	$117K	Buy	+203	New	+$113K	0.07%	219

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

YorkBridge Wealth Partners's Y Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Alleghany Corp (Y) in Q3 2019, closing a stake of 174 shares — an estimated $119K sold.

YorkBridge Wealth Partners first reported a position in Y in Q4 2016 and held it in 11 quarters. The position peaked at $124K in Q2 2017. 375 funds tracked by Wall St. Rank hold Y as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Alleghany Corp position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 174 Alleghany Corp shares in Q3 2019, an estimated $119K.
YorkBridge Wealth Partners first reported a position in Alleghany Corp in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Alleghany Corp position peaked at $124K in Q2 2017.
375 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.