CSat Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

CSat Investment Advisory’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	$32K	Buy	258 +46	+22%	+$5.55K	0.03%	292
2020 Q4	$26K	Sell	212 -559	-73%	-$63.7K	0.02%	288
2020 Q3	$81K	Buy	771 +36	+5%	+$3.73K	0.01%	544
2020 Q2	$72K	Buy	735 +44	+6%	+$3.9K	0.01%	589
2020 Q1	$56K	Buy	691 +45	+7%	+$4.31K	0.01%	492
2019 Q4	$62K	Buy	646 +94	+17%	+$8.61K	0.02%	546
2019 Q3	$49K	Buy	552 +15	+3%	+$1.35K	0.02%	556
2019 Q2	$47K	Buy	537 +277	+107%	+$23.1K	0.02%	548
2019 Q1	$20K	Buy	260 +10	+4%	+$770	0.01%	313
2018 Q4	$18K	Buy	250 +38	+18%	+$2.84K	0.01%	304
2018 Q3	$16K	Buy	212 +8	+4%	+$574	0.01%	260
2018 Q2	$13K	Buy	+204	New	+$13.8K	0.01%	273

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

CSat Investment Advisory's AJG Position: Q1 2021 in Review

CSat Investment Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 22% in Q1 2021, buying an estimated $5.55K and bringing the position to 258 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #292.

CSat Investment Advisory first reported a position in AJG in Q2 2018 and has held it in 12 quarters since. The position peaked at $81K in Q3 2020. 731 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

CSat Investment Advisory held 258 shares of Arthur J. Gallagher & Co worth $32K as of Q1 2021.
CSat Investment Advisory bought 46 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $5.55K.
Arthur J. Gallagher & Co made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #292 holding.
CSat Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Arthur J. Gallagher & Co position peaked at $81K in Q3 2020.
731 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.