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Baystate Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Baystate Wealth 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 		$88.1K Buy
391
+274
+234% +$64.9K 0.01% 291
2023
Q3 		$26.7K Buy
117
+1
+0.9% +$224 ﹤0.01% 436
2023
Q2 		$25.6K Hold
116
– – ﹤0.01% 428
2023
Q1 		$22.3K Hold
116
– – ﹤0.01% 447
2022
Q4 		$22K Buy
116
+1
+0.9% +$187 ﹤0.01% 440
2022
Q3 		$20K Hold
115
– – ﹤0.01% 425
2022
Q2 		$19K Hold
115
– – ﹤0.01% 457
2022
Q1 		$20K Buy
115
+1
+0.9% +$159 ﹤0.01% 451
2021
Q4 		$19K Hold
114
– – ﹤0.01% 476
2021
Q3 		$17K Buy
114
+32
+39% +$4.58K ﹤0.01% 453
2021
Q2 		$11K Buy
82
+1
+1% +$141 ﹤0.01% 491
2021
Q1 		$10K Hold
81
– – ﹤0.01% 458
2020
Q4 		$10K Hold
81
– – ﹤0.01% 424
2020
Q3 		$9K Sell
81
-36
-31% -$3.73K ﹤0.01% 403
2020
Q2 		$11K Buy
117
+37
+46% +$3.28K ﹤0.01% 372
2020
Q1 		$7K Buy
+80
New +$7.66K ﹤0.01% 398
2018
Q4 		– Sell
-101
Closed -$7K – 675
2018
Q3 		$7K Sell
101
-1
-1% -$72 ﹤0.01% 403
2018
Q2 		$7K Buy
102
+1
+1% +$68 ﹤0.01% 403
2018
Q1 		$7K Hold
101
– – ﹤0.01% 381
2017
Q4 		$7K Hold
101
– – ﹤0.01% 391
2017
Q3 		$6K Sell
101
-1
-1% -$59 ﹤0.01% 386
2017
Q2 		$6K Hold
102
– – ﹤0.01% 386
2017
Q1 		$6K Hold
102
– – ﹤0.01% 373
2016
Q4 		$5K Buy
+102
New +$5.13K ﹤0.01% 348

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baystate Wealth Management's AJG Position: Q4 2023 in Review

Baystate Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 234% in Q4 2023, buying an estimated $64.9K and bringing the position to 391 shares worth $88.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Baystate Wealth Management first reported a position in AJG in Q4 2016 and has held it in 24 quarters since. 1,081 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

  • Baystate Wealth Management held 391 shares of Arthur J. Gallagher & Co worth $88.1K as of Q4 2023.
  • Baystate Wealth Management bought 274 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $64.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #291 holding.
  • Baystate Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 24 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.