Desjardins Global Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Desjardins Global Asset 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
2023 Q4	$486K	Sell	2,162 -1,386	-39%	-$328K	0.05%	248
2023 Q3	$809K	Sell	3,548 -2,657	-43%	-$595K	0.09%	196
2023 Q2	$1.36M	Sell	6,205 -174	-3%	-$36.2K	0.16%	146
2023 Q1	$1.22M	Buy	6,379 +559	+10%	+$106K	0.15%	131
2022 Q4	$1.1M	Sell	5,820 -3,006	-34%	-$562K	0.17%	128
2022 Q3	$1.51M	Hold	8,826	–	–	0.19%	112
2022 Q2	$1.44M	Sell	8,826 -4,989	-36%	-$828K	0.19%	123
2022 Q1	$2.41M	Sell	13,815 -927	-6%	-$148K	0.21%	111
2021 Q4	$2.5M	Buy	+14,742	New	+$2.41M	0.21%	120

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Desjardins Global Asset Management's AJG Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 39% in Q4 2023, selling an estimated $328K and leaving 2,162 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #248.

Desjardins Global Asset Management first reported a position in AJG in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.5M in Q4 2021. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Desjardins Global Asset Management held 2,162 shares of Arthur J. Gallagher & Co worth $486K as of Q4 2023.
Desjardins Global Asset Management sold 1,386 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $328K.
Arthur J. Gallagher & Co made up 0.05% of Desjardins Global Asset Management's portfolio in Q4 2023, its #248 holding.
Desjardins Global Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Arthur J. Gallagher & Co position peaked at $2.5M in Q4 2021.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.