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American Portfolios Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$66.6K Sell
389
-58
-13% -$10.3K ﹤0.01% 1557
2022
Q2 		$72.9K Hold
447
– – ﹤0.01% 1564
2022
Q1 		$78K Sell
447
-34
-7% -$5.42K ﹤0.01% 1654
2021
Q4 		$81.6K Buy
481
+69
+17% +$11.3K ﹤0.01% 1617
2021
Q3 		$61.2K Buy
412
+20
+5% +$2.86K ﹤0.01% 1671
2021
Q2 		$54.9K Buy
392
+30
+8% +$4.24K ﹤0.01% 1694
2021
Q1 		$45.2K Sell
362
-1,992
-85% -$240K ﹤0.01% 1646
2020
Q4 		$291K Sell
2,354
-4,734
-67% -$539K 0.01% 751
2020
Q3 		$748K Buy
7,088
+4,898
+224% +$508K 0.04% 374
2020
Q2 		$214K Buy
2,190
+2,100
+2,333% +$186K 0.01% 723
2020
Q1 		$7.31K Buy
90
+1
+1% +$96 ﹤0.01% 1932
2019
Q4 		$8.5K Hold
89
– – ﹤0.01% 2065
2019
Q3 		$7.96K Buy
89
+22
+33% +$1.98K ﹤0.01% 2011
2019
Q2 		$5.83K Buy
67
+1
+2% +$83 ﹤0.01% 2124
2019
Q1 		$5.18K Buy
+66
New +$5.08K ﹤0.01% 2084
2018
Q4 		– Sell
-606
Closed -$45.1K – 2406
2018
Q3 		$45.1K Buy
606
+570
+1,583% +$40.9K 0.01% 1158
2018
Q2 		$2.35K Hold
36
– – ﹤0.01% 2172
2018
Q1 		$2.47K Hold
36
– – ﹤0.01% 2059
2017
Q4 		$2.28K Buy
+36
New +$2.3K ﹤0.01% 2030

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's AJG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q3 2022, selling an estimated $10.3K and leaving 389 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

American Portfolios Advisors first reported a position in AJG in Q4 2017 and has held it in 19 quarters since. The position peaked at $748K in Q3 2020. 865 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

  • American Portfolios Advisors held 389 shares of Arthur J. Gallagher & Co worth $66.6K as of Q3 2022.
  • American Portfolios Advisors sold 58 Arthur J. Gallagher & Co shares in Q3 2022, an estimated $10.3K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1557 holding.
  • American Portfolios Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's Arthur J. Gallagher & Co position peaked at $748K in Q3 2020.
  • 865 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.