ZIM
Y

Zacks Investment Management’s Alleghany Corp Y Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-4,919
Closed -$3.28M – 666
2021
Q2 		$3.28M Buy
4,919
+27
+0.6% +$18.6K 0.05% 226
2021
Q1 		$3.06M Buy
4,892
+576
+13% +$356K 0.05% 218
2020
Q4 		$2.61M Buy
+4,316
New +$2.52M 0.05% 214
2020
Q1 		– Sell
-4,018
Closed -$3.21M – 618
2019
Q4 		$3.21M Sell
4,018
-507
-11% -$396K 0.06% 192
2019
Q3 		$3.61M Buy
4,525
+704
+18% +$518K 0.07% 177
2019
Q2 		$2.6M Buy
+3,821
New +$2.53M 0.05% 222
2018
Q4 		– Sell
-6,244
Closed -$4.08M – 601
2018
Q3 		$4.08M Buy
6,244
+421
+7% +$264K 0.09% 177
2018
Q2 		$3.35M Buy
5,823
+3,455
+146% +$2.02M 0.07% 187
2018
Q1 		$1.46M Buy
2,368
+433
+22% +$261K 0.03% 340
2017
Q4 		$1.15M Buy
+1,935
New +$1.1M 0.03% 368
2017
Q3 		– Sell
-3,285
Closed -$1.95M – 679
2017
Q2 		$1.95M Buy
3,285
+92
+3% +$54.8K 0.05% 237
2017
Q1 		$1.96M Buy
3,193
+183
+6% +$114K 0.05% 238
2016
Q4 		$1.83M Buy
+3,010
New +$1.68M 0.05% 224
2016
Q3 		– Sell
-628
Closed -$345K – 750
2016
Q2 		$345K Buy
+628
New +$327K 0.01% 482
2015
Q2 		– Sell
-2,564
Closed -$1.25M – 746
2015
Q1 		$1.25M Sell
2,564
-392
-13% -$183K 0.04% 247
2014
Q4 		$1.37M Buy
2,956
+503
+21% +$224K 0.04% 216
2014
Q3 		$1.03M Buy
2,453
+877
+56% +$374K 0.04% 249
2014
Q2 		$691K Buy
1,576
+138
+10% +$57.6K 0.02% 339
2014
Q1 		$586K Sell
1,438
-439
-23% -$170K 0.02% 358
2013
Q4 		$751K Buy
1,877
+211
+13% +$84.2K 0.03% 293
2013
Q3 		$683K Buy
1,666
+60
+4% +$24K 0.03% 275
2013
Q2 		$616K Buy
+1,606
New +$622K 0.03% 277

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Zacks Investment Management's Y Position: Q3 2021 in Review

Zacks Investment Management sold out of Alleghany Corp (Y) in Q3 2021, closing a stake of 4,919 shares — an estimated $3.28M sold.

Zacks Investment Management first reported a position in Y in Q2 2013 and held it in 22 quarters. The position peaked at $4.08M in Q3 2018. 401 funds tracked by Wall St. Rank hold Y as of Q3 2021.

  • Zacks Investment Management reported no remaining Alleghany Corp position as of Q3 2021 after selling out during the quarter.
  • Zacks Investment Management sold 4,919 Alleghany Corp shares in Q3 2021, an estimated $3.28M.
  • Zacks Investment Management first reported a position in Alleghany Corp in Q2 2013 and held it in 22 quarters.
  • Zacks Investment Management's Alleghany Corp position peaked at $4.08M in Q3 2018.
  • 401 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2021.

Based on Zacks Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.