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Calvert Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-12,554
Closed -$652K – 25
2016
Q4 		$652K Sell
12,554
-1,144
-8% -$57.5K 0.02% 485
2016
Q3 		$697K Buy
13,698
+446
+3% +$22K 0.03% 470
2016
Q2 		$631K Sell
13,252
-480
-3% -$22.3K 0.03% 448
2016
Q1 		$611K Buy
13,732
+2,245
+20% +$89.6K 0.03% 434
2015
Q4 		$470K Buy
11,487
+4,591
+67% +$197K 0.02% 467
2015
Q3 		$285K Buy
6,896
+307
+5% +$13.9K 0.01% 490
2015
Q2 		$312K Sell
6,589
-417
-6% -$20.1K 0.01% 492
2015
Q1 		$328K Buy
7,006
+680
+11% +$31.8K 0.02% 475
2014
Q4 		$298K Buy
6,326
+495
+8% +$23.2K 0.02% 459
2014
Q3 		$264K Buy
+5,831
New +$268K 0.02% 482

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Calvert Investment Management's AJG Position: Q1 2017 in Review

Calvert Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2017, closing a stake of 12,554 shares — an estimated $652K sold.

Calvert Investment Management first reported a position in AJG in Q3 2014 and held it in 10 quarters. The position peaked at $697K in Q3 2016. 491 funds tracked by Wall St. Rank hold AJG as of Q1 2017.

  • Calvert Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 12,554 Arthur J. Gallagher & Co shares in Q1 2017, an estimated $652K.
  • Calvert Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Arthur J. Gallagher & Co position peaked at $697K in Q3 2016.
  • 491 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.