Cornerstone Advisors (Washington)’s Arthur J. Gallagher & Co AJG Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$29K	Sell	275 -22	-7%	-$2.28K	﹤0.01%	331
2020 Q2	$29K	Sell	297 -127	-30%	-$11.2K	﹤0.01%	341
2020 Q1	$35K	Buy	424 +287	+209%	+$27.5K	﹤0.01%	264
2019 Q4	$13K	Buy	137 +33	+32%	+$3.02K	﹤0.01%	389
2019 Q3	$9K	Buy	104 +45	+76%	+$4.05K	﹤0.01%	416
2019 Q2	$5K	Hold	59	–	–	﹤0.01%	907
2019 Q1	$5K	Buy	59 +33	+127%	+$2.54K	﹤0.01%	823
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	866
2018 Q3	$2K	Buy	+26	New	+$1.86K	﹤0.01%	867

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AJG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Arthur J. Gallagher & Co (AJG) stake by 7.4% in Q3 2020, selling an estimated $2.28K and leaving 275 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Cornerstone Advisors (Washington) first reported a position in AJG in Q3 2018 and has held it in 9 quarters since. The position peaked at $35K in Q1 2020. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

Cornerstone Advisors (Washington) held 275 shares of Arthur J. Gallagher & Co worth $29K as of Q3 2020.
Cornerstone Advisors (Washington) sold 22 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $2.28K.
Arthur J. Gallagher & Co made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #331 holding.
Cornerstone Advisors (Washington) first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 9 quarters since.
Cornerstone Advisors (Washington)'s Arthur J. Gallagher & Co position peaked at $35K in Q1 2020.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.