DCM Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

DCM Advisors’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
2022 Q4	–	Sell	-3,082	Closed	-$528K	–	73
2022 Q3	$528K	Sell	3,082 -2,093	-40%	-$372K	0.27%	88
2022 Q2	$845K	Sell	5,175 -397	-7%	-$65.9K	0.37%	74
2022 Q1	$973K	Buy	5,572 +474	+9%	+$75.6K	0.34%	76
2021 Q4	$865K	Buy	5,098 +1,598	+46%	+$261K	0.26%	95
2021 Q3	$520K	Hold	3,500	–	–	0.2%	133
2021 Q2	$490K	Hold	3,500	–	–	0.28%	110
2021 Q1	$437K	Sell	3,500 -35,000	-91%	-$4.22M	0.25%	125
2020 Q4	$4.76M	Buy	+38,500	New	+$4.38M	2.77%	3

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

DCM Advisors's AJG Position: Q4 2022 in Review

DCM Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2022, closing a stake of 3,082 shares — an estimated $528K sold.

DCM Advisors first reported a position in AJG in Q4 2020 and held it in 8 quarters. The position peaked at $4.76M in Q4 2020. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

DCM Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 3,082 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $528K.
DCM Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 8 quarters.
DCM Advisors's Arthur J. Gallagher & Co position peaked at $4.76M in Q4 2020.
919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.