ZIC
Y

ZWJ Investment Counsel’s Alleghany Corp Y Stock Holding History

ZWJ Investment Counsel’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
-240
Closed -$201K – 181
2022
Q3 		$201K Buy
+240
New +$201K 0.01% 168
2022
Q2 		– Sell
-240
Closed -$203K – 192
2022
Q1 		$203K Buy
+240
New +$166K 0.01% 172
2017
Q2 		– Sell
-483
Closed -$297K – 327
2017
Q1 		$297K Buy
+483
New +$301K 0.02% 250

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

ZWJ Investment Counsel's Y Position: Q4 2022 in Review

ZWJ Investment Counsel sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 240 shares — an estimated $201K sold.

ZWJ Investment Counsel first reported a position in Y in Q1 2017 and held it in 3 quarters. The position peaked at $297K in Q1 2017. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • ZWJ Investment Counsel reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • ZWJ Investment Counsel sold 240 Alleghany Corp shares in Q4 2022, an estimated $201K.
  • ZWJ Investment Counsel first reported a position in Alleghany Corp in Q1 2017 and held it in 3 quarters.
  • ZWJ Investment Counsel's Alleghany Corp position peaked at $297K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on ZWJ Investment Counsel's 13F filing for Q4 2022, filed 24 Jan 2023.