Baker Avenue Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-34	Closed	-$7.75K	–	401
2023 Q3	$7.75K	Buy	34 +1	+3%	+$224	﹤0.01%	824
2023 Q2	$7.25K	Sell	33 -4	-11%	-$832	﹤0.01%	794
2023 Q1	$7.08K	Buy	37 +4	+12%	+$759	﹤0.01%	817
2022 Q4	$6.22K	Buy	+33	New	+$6.17K	﹤0.01%	778

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Baker Avenue Asset Management's AJG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 34 shares — an estimated $7.75K sold.

Baker Avenue Asset Management first reported a position in AJG in Q4 2022 and held it in 4 quarters. The position peaked at $7.75K in Q3 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Baker Avenue Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 34 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $7.75K.
Baker Avenue Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Arthur J. Gallagher & Co position peaked at $7.75K in Q3 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.