Certified Advisory Corp’s Arthur J. Gallagher & Co AJG Stock Holding History

Certified Advisory Corp’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	-374	Closed	-$85.2K	–	265
2023 Q3	$85.2K	Hold	374	–	–	0.02%	244
2023 Q2	$82.1K	Hold	374	–	–	0.02%	229
2023 Q1	$71.5K	Buy	+374	New	+$71K	0.01%	243
2022 Q3	–	Sell	-24	Closed	-$4K	–	214
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	201
2022 Q1	$4K	Buy	+24	New	+$3.83K	﹤0.01%	241
2021 Q4	–	Sell	-24	Closed	-$4K	–	219
2021 Q3	$4K	Buy	+24	New	+$3.43K	﹤0.01%	211
2021 Q2	–	Sell	-24	Closed	-$3K	–	226
2021 Q1	$3K	Buy	+24	New	+$2.9K	﹤0.01%	705
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	691
2020 Q1	$2K	Sell	24 -2	-8%	-$192	﹤0.01%	681
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	720
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	723
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	737
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	683
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	679
2018 Q3	$2K	Buy	26 +2	+8%	+$143	﹤0.01%	705
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	689
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	686
2017 Q4	$1K	Buy	+24	New	+$1.53K	﹤0.01%	656

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 $3.38T AUM 44.17% 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

Certified Advisory Corp's AJG Position: Q4 2023 in Review

Certified Advisory Corp sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 374 shares — an estimated $85.2K sold.

Certified Advisory Corp first reported a position in AJG in Q4 2017 and held it in 18 quarters. The position peaked at $85.2K in Q3 2023. 1,081 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Certified Advisory Corp reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 374 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $85.2K.
Certified Advisory Corp first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Arthur J. Gallagher & Co position peaked at $85.2K in Q3 2023.
1,081 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.