Donaldson Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Donaldson Capital 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	–	Sell	-1,079	Closed	-$246K	–	216
2023 Q3	$246K	Sell	1,079 -6	-0.6%	-$1.34K	0.01%	205
2023 Q2	$238K	Buy	+1,085	New	+$226K	0.01%	214
2014 Q2	–	Sell	-4,298	Closed	-$204K	–	143
2014 Q1	$204K	Sell	4,298 -1,025	-19%	-$47.8K	0.04%	108
2013 Q4	$250K	Sell	5,323 -225	-4%	-$10.4K	0.05%	90
2013 Q3	$242K	Sell	5,548 -775	-12%	-$34K	0.05%	89
2013 Q2	$276K	Buy	+6,323	New	+$274K	0.06%	80

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donaldson Capital Management's AJG Position: Q4 2023 in Review

Donaldson Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 1,079 shares — an estimated $246K sold.

Donaldson Capital Management first reported a position in AJG in Q2 2013 and held it in 6 quarters. The position peaked at $276K in Q2 2013. 1,081 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Donaldson Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Donaldson Capital Management sold 1,079 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $246K.
Donaldson Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 6 quarters.
Donaldson Capital Management's Arthur J. Gallagher & Co position peaked at $276K in Q2 2013.
1,081 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Donaldson Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.