Chesapeake Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Chesapeake Wealth 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
2021 Q1	–	Sell	-4,296	Closed	-$531K	–	219
2020 Q4	$531K	Sell	4,296 -255	-6%	-$29K	0.18%	119
2020 Q3	$481K	Sell	4,551 -930	-17%	-$96.5K	0.18%	117
2020 Q2	$535K	Sell	5,481 -4,753	-46%	-$421K	0.21%	109
2020 Q1	$834K	Buy	10,234 +706	+7%	+$67.6K	0.39%	80
2019 Q4	$908K	Buy	9,528 +524	+6%	+$48K	0.35%	86
2019 Q3	$806K	Buy	9,004 +2,087	+30%	+$188K	0.33%	92
2019 Q2	$606K	Buy	6,917 +1,620	+31%	+$135K	0.25%	106
2019 Q1	$414K	Buy	5,297 +2,083	+65%	+$160K	0.18%	127
2018 Q4	$237K	Buy	+3,214	New	+$240K	0.12%	166

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Chesapeake Wealth Management's AJG Position: Q1 2021 in Review

Chesapeake Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 4,296 shares — an estimated $531K sold.

Chesapeake Wealth Management first reported a position in AJG in Q4 2018 and held it in 9 quarters. The position peaked at $908K in Q4 2019. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

Chesapeake Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
Chesapeake Wealth Management sold 4,296 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $531K.
Chesapeake Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 9 quarters.
Chesapeake Wealth Management's Arthur J. Gallagher & Co position peaked at $908K in Q4 2019.
730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Chesapeake Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.