AWM
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Arbor Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Arbor Wealth Management’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
2019
Q3 		– Sell
-117
Closed -$10K – 56
2019
Q2 		$10K Buy
+117
New +$9.76K 0.01% 135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arbor Wealth Management's AJG Position: Q3 2019 in Review

Arbor Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 117 shares — an estimated $10K sold.

Arbor Wealth Management first reported a position in AJG in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 642 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

  • Arbor Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 117 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $10K.
  • Arbor Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 1 quarter.
  • Arbor Wealth Management's Arthur J. Gallagher & Co position peaked at $10K in Q2 2019.
  • 642 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.