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AIM
Assured Investment Management’s
Arthur J. Gallagher & Co
AJG
Stock Holding History
Assured Investment 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
Q2
–
Sell
-4,991
Closed
-$390K
–
66
2019
Q1
$390K
Buy
+4,991
New
+$384K
0.02%
653
2018
Q4
–
Sell
-51,792
Closed
-$3.85M
–
1117
2018
Q3
$3.85M
Sell
51,792
-3,765
-7%
-$270K
0.09%
313
2018
Q2
$3.63M
Buy
55,557
+2,747
+5%
+$186K
0.08%
307
2018
Q1
$3.63M
Buy
+52,810
New
+$3.56M
0.11%
272
2017
Q4
–
Sell
-11,107
Closed
-$684K
–
522
2017
Q3
$684K
Buy
11,107
+10,048
+949%
+$591K
0.02%
479
2017
Q2
$61K
Buy
+1,059
New
+$59.9K
﹤0.01%
566
2016
Q1
–
Sell
-7,995
Closed
-$327K
–
604
2015
Q4
$327K
Sell
7,995
-30,996
-79%
-$1.33M
0.01%
391
2015
Q3
$1.61M
Buy
38,991
+26,386
+209%
+$1.2M
0.04%
174
2015
Q2
$596K
Buy
+12,605
New
+$607K
0.01%
324
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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