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Arden Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Arden Trust’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
-157
Closed -$13K – 327
2020
Q1 		$13K Buy
+157
New +$15K ﹤0.01% 570
2016
Q3 		– Sell
-7,053
Closed -$336K – 324
2016
Q2 		$336K Buy
7,053
+5
+0.1% +$232 0.03% 442
2016
Q1 		$314K Buy
7,048
+706
+11% +$28.2K 0.03% 459
2015
Q4 		$259K Buy
6,342
+563
+10% +$24.2K 0.02% 509
2015
Q3 		$239K Buy
+5,779
New +$262K 0.02% 591

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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 $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arden Trust's AJG Position: Q2 2020 in Review

Arden Trust sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 157 shares — an estimated $13K sold.

Arden Trust first reported a position in AJG in Q3 2015 and held it in 5 quarters. The position peaked at $336K in Q2 2016. 665 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

  • Arden Trust reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 157 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $13K.
  • Arden Trust first reported a position in Arthur J. Gallagher & Co in Q3 2015 and held it in 5 quarters.
  • Arden Trust's Arthur J. Gallagher & Co position peaked at $336K in Q2 2016.
  • 665 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.