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

Coppell Advisory Solutions 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
2024
Q1 		$1.45M Buy
+5,791
New +$1.39M 0.27% 83
2023
Q1 		$791K Buy
4,171
+342
+9% +$64.9K 0.26% 97
2022
Q4 		$722K Buy
+3,829
New +$716K 0.24% 98

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions Corp's AJG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2024: 5,791 shares worth $1.45M. The stake represents 0.27% of the portfolio and ranks #83 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in AJG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in AJG in Q4 2022 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 5,791 shares of Arthur J. Gallagher & Co worth $1.45M as of Q1 2024.
  • Arthur J. Gallagher & Co was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Arthur J. Gallagher & Co made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #83 holding.
  • Coppell Advisory Solutions Corp first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.