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Destination Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-77
Closed -$7K – 150
2019
Q2 		$7K Buy
77
+50
+185% +$4.17K ﹤0.01% 456
2019
Q1 		$2K Sell
27
-369
-93% -$28.4K ﹤0.01% 582
2018
Q4 		$29K Buy
396
+299
+308% +$22.3K ﹤0.01% 326
2018
Q3 		$7K Buy
97
+23
+31% +$1.65K ﹤0.01% 483
2018
Q2 		$5K Buy
+74
New +$5.01K ﹤0.01% 435

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's AJG Position: Q3 2019 in Review

Destination Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 77 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in AJG in Q2 2018 and held it in 5 quarters. The position peaked at $29K in Q4 2018. 643 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

  • Destination Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 77 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $7K.
  • Destination Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 5 quarters.
  • Destination Wealth Management's Arthur J. Gallagher & Co position peaked at $29K in Q4 2018.
  • 643 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.