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Accurate Investment Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Accurate Investment Solutions’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,032
Closed -$166K – 20
2020
Q1 		$166K Buy
2,032
+8
+0.4% +$766 0.13% 104
2019
Q4 		$193K Sell
2,024
-30
-1% -$2.75K 0.13% 78
2019
Q3 		$184K Sell
2,054
-57,949
-97% -$5.21M 0.13% 61
2019
Q2 		$5.26M Buy
60,003
+867
+1% +$72.3K 4% 2
2019
Q1 		$4.62M Sell
59,136
-436
-0.7% -$33.6K 3.63% 4
2018
Q4 		$4.39M Sell
59,572
-1,174
-2% -$87.6K 3.97% 5
2018
Q3 		$4.52M Buy
60,746
+578
+1% +$41.4K 3.13% 7
2018
Q2 		$3.93M Buy
60,168
+4,234
+8% +$287K 2.89% 11
2018
Q1 		$3.84M Buy
55,934
+2,477
+5% +$167K 2.91% 10
2017
Q4 		$3.38M Sell
53,457
-6,043
-10% -$386K 2.49% 19
2017
Q3 		$3.66M Buy
59,500
+174
+0.3% +$10.2K 2.76% 16
2017
Q2 		$3.4M Sell
59,326
-1,810
-3% -$102K 2.79% 17
2017
Q1 		$3.46M Buy
61,136
+366
+0.6% +$20.2K 2.79% 17
2016
Q4 		$3.16M Sell
60,770
-1,307
-2% -$65.7K 2.81% 17
2016
Q3 		$3.16M Sell
62,077
-500
-0.8% -$24.7K 2.88% 9
2016
Q2 		$2.98M Buy
62,577
+3,215
+5% +$149K 3.2% 12
2016
Q1 		$2.64M Buy
+59,362
New +$2.37M 2.52% 18

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accurate Investment Solutions's AJG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 2,032 shares — an estimated $166K sold.

Accurate Investment Solutions first reported a position in AJG in Q1 2016 and held it in 17 quarters. The position peaked at $5.26M in Q2 2019. 664 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 2,032 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $166K.
  • Accurate Investment Solutions first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 17 quarters.
  • Accurate Investment Solutions's Arthur J. Gallagher & Co position peaked at $5.26M in Q2 2019.
  • 664 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.