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Aft Forsyth & Sober’s Arthur J. Gallagher & Co AJG Stock Holding History

Aft Forsyth & Sober’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
Q3 		– Sell
-450
Closed -$44K – 31
2020
Q2 		$44K Buy
+450
New +$39.8K 0.31% 36
2020
Q1 		– Sell
-1,005
Closed -$96K – 24
2019
Q4 		$96K Buy
+1,005
New +$92K 0.09% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aft Forsyth & Sober's AJG Position: Q3 2020 in Review

Aft Forsyth & Sober sold out of Arthur J. Gallagher & Co (AJG) in Q3 2020, closing a stake of 450 shares — an estimated $44K sold.

Aft Forsyth & Sober first reported a position in AJG in Q4 2019 and held it in 2 quarters. The position peaked at $96K in Q4 2019. 693 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

  • Aft Forsyth & Sober reported no remaining Arthur J. Gallagher & Co position as of Q3 2020 after selling out during the quarter.
  • Aft Forsyth & Sober sold 450 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $44K.
  • Aft Forsyth & Sober first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 2 quarters.
  • Aft Forsyth & Sober's Arthur J. Gallagher & Co position peaked at $96K in Q4 2019.
  • 693 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on Aft Forsyth & Sober's 13F filing for Q3 2020, filed 14 Oct 2020.