Centerpoint Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Centerpoint Advisors’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	–	Sell	-6	Closed	-$1K	–	423
2023 Q3	$1K	Hold	6	–	–	﹤0.01%	464
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	468
2023 Q1	$1K	Buy	+6	New	+$1.14K	﹤0.01%	462
2022 Q2	–	Sell	-410	Closed	-$72K	–	389
2022 Q1	$72K	Buy	+410	New	+$65.4K	0.03%	129
2018 Q3	–	Sell	-20	Closed	-$1K	–	240
2018 Q2	$1K	Buy	+20	New	+$1.35K	﹤0.01%	339

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centerpoint Advisors's AJG Position: Q4 2023 in Review

Centerpoint Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 6 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in AJG in Q2 2018 and held it in 5 quarters. The position peaked at $72K in Q1 2022. 1,081 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Centerpoint Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 6 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $1K.
Centerpoint Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 5 quarters.
Centerpoint Advisors's Arthur J. Gallagher & Co position peaked at $72K in Q1 2022.
1,081 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.