Bedel Financial Consulting’s Arthur J. Gallagher & Co AJG Stock Holding History

Bedel Financial Consulting’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
2022 Q1	–	Sell	-12	Closed	-$2K	–	964
2021 Q4	$2K	Buy	+12	New	+$1.96K	﹤0.01%	873
2020 Q2	–	Sell	-9	Closed	-$1K	–	786
2020 Q1	$1K	Buy	+9	New	+$862	﹤0.01%	711

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Bedel Financial Consulting's AJG Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in AJG in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Bedel Financial Consulting reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
Bedel Financial Consulting sold 12 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Arthur J. Gallagher & Co in Q1 2020 and held it in 2 quarters.
Bedel Financial Consulting's Arthur J. Gallagher & Co position peaked at $2K in Q4 2021.
815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.