Atlas Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Atlas Capital 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
2021 Q3	–	Sell	-465	Closed	-$65.1K	–	944
2021 Q2	$65.1K	Sell	465 -129	-22%	-$18.2K	0.01%	507
2021 Q1	$74.1K	Hold	594	–	–	0.01%	454
2020 Q4	$73.5K	Buy	+594	New	+$67.6K	0.02%	430
2020 Q3	–	Sell	-1,203	Closed	-$117K	–	320
2020 Q2	$117K	Sell	1,203 -3,030	-72%	-$268K	0.03%	382
2020 Q1	$345K	Buy	4,233 +1,322	+45%	+$127K	0.1%	202
2019 Q4	$277K	Sell	2,911 -96	-3%	-$8.79K	0.07%	274
2019 Q3	$269K	Buy	3,007 +210	+8%	+$18.9K	0.08%	270
2019 Q2	$245K	Buy	2,797 +322	+13%	+$26.9K	0.08%	257
2019 Q1	$193K	Sell	2,475 -87	-3%	-$6.7K	0.07%	269
2018 Q4	$189K	Buy	+2,562	New	+$191K	0.08%	260

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Capital Advisors's AJG Position: Q3 2021 in Review

Atlas Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 465 shares — an estimated $65.1K sold.

Atlas Capital Advisors first reported a position in AJG in Q4 2018 and held it in 10 quarters. The position peaked at $345K in Q1 2020. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

Atlas Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 465 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $65.1K.
Atlas Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 10 quarters.
Atlas Capital Advisors's Arthur J. Gallagher & Co position peaked at $345K in Q1 2020.
772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.