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Barnett & Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Barnett & Company’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
-164
Closed -$13K – 286
2020
Q1 		$13K Sell
164
-10
-6% -$958 0.01% 225
2019
Q4 		$17K Buy
174
+164
+1,640% +$15K 0.01% 255
2019
Q3 		$1K Buy
+10
New +$899 ﹤0.01% 337
2018
Q4 		– Sell
-461
Closed -$34K – 323
2018
Q3 		$34K Buy
+461
New +$33.1K 0.02% 217

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barnett & Company's AJG Position: Q2 2020 in Review

Barnett & Company sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 164 shares — an estimated $13K sold.

Barnett & Company first reported a position in AJG in Q3 2018 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 664 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

  • Barnett & Company reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • Barnett & Company sold 164 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $13K.
  • Barnett & Company first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 4 quarters.
  • Barnett & Company's Arthur J. Gallagher & Co position peaked at $34K in Q3 2018.
  • 664 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.