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Bell Rock Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Bell Rock Capital’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
2019
Q2 		– Sell
-1,745
Closed -$137K – 376
2019
Q1 		$137K Hold
1,745
– – 0.08% 158
2018
Q4 		$129K Sell
1,745
-2,000
-53% -$149K 0.09% 155
2018
Q3 		$279K Sell
3,745
-150
-4% -$10.8K 0.14% 105
2018
Q2 		$256K Hold
3,895
– – 0.13% 107
2018
Q1 		$268K Sell
3,895
-600
-13% -$40.5K 0.14% 106
2017
Q4 		$282K Hold
4,495
– – 0.15% 103
2017
Q3 		$275K Buy
4,495
+200
+5% +$11.8K 0.16% 102
2017
Q2 		$247K Buy
+4,295
New +$243K 0.15% 103

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bell Rock Capital's AJG Position: Q2 2019 in Review

Bell Rock Capital sold out of Arthur J. Gallagher & Co (AJG) in Q2 2019, closing a stake of 1,745 shares — an estimated $137K sold.

Bell Rock Capital first reported a position in AJG in Q2 2017 and held it in 8 quarters. The position peaked at $282K in Q4 2017. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2019.

  • Bell Rock Capital reported no remaining Arthur J. Gallagher & Co position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 1,745 Arthur J. Gallagher & Co shares in Q2 2019, an estimated $137K.
  • Bell Rock Capital first reported a position in Arthur J. Gallagher & Co in Q2 2017 and held it in 8 quarters.
  • Bell Rock Capital's Arthur J. Gallagher & Co position peaked at $282K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.