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Douglas Lane & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Douglas Lane & Associates’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
2024
Q4 		– Sell
-821
Closed -$231K – 233
2024
Q3 		$231K Sell
821
-30
-4% -$8.46K ﹤0.01% 220
2024
Q2 		$221K Sell
851
-191
-18% -$47.4K ﹤0.01% 217
2024
Q1 		$261K Hold
1,042
– – ﹤0.01% 218
2023
Q4 		$234K Sell
1,042
-235
-18% -$55.7K ﹤0.01% 223
2023
Q3 		$291K Buy
1,277
+215
+20% +$48.1K ﹤0.01% 202
2023
Q2 		$233K Buy
+1,062
New +$221K ﹤0.01% 216

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Douglas Lane & Associates's AJG Position: Q4 2024 in Review

Douglas Lane & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 821 shares — an estimated $231K sold.

Douglas Lane & Associates first reported a position in AJG in Q2 2023 and held it in 6 quarters. The position peaked at $291K in Q3 2023. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Douglas Lane & Associates reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 821 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $231K.
  • Douglas Lane & Associates first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 6 quarters.
  • Douglas Lane & Associates's Arthur J. Gallagher & Co position peaked at $291K in Q3 2023.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Douglas Lane & Associates's 13F filing for Q4 2024, filed 8 Jan 2025.