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Dowling & Yahnke’s Arthur J. Gallagher & Co AJG Stock Holding History

Dowling & Yahnke’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
2014
Q3 		– Sell
-9,355
Closed -$436K – 257
2014
Q2 		$436K Hold
9,355
– – 0.06% 200
2014
Q1 		$445K Buy
+9,355
New +$437K 0.06% 203

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dowling & Yahnke's AJG Position: Q3 2014 in Review

Dowling & Yahnke sold out of Arthur J. Gallagher & Co (AJG) in Q3 2014, closing a stake of 9,355 shares — an estimated $436K sold.

Dowling & Yahnke first reported a position in AJG in Q1 2014 and held it in 2 quarters. The position peaked at $445K in Q1 2014. 363 funds tracked by Wall St. Rank hold AJG as of Q3 2014.

  • Dowling & Yahnke reported no remaining Arthur J. Gallagher & Co position as of Q3 2014 after selling out during the quarter.
  • Dowling & Yahnke sold 9,355 Arthur J. Gallagher & Co shares in Q3 2014, an estimated $436K.
  • Dowling & Yahnke first reported a position in Arthur J. Gallagher & Co in Q1 2014 and held it in 2 quarters.
  • Dowling & Yahnke's Arthur J. Gallagher & Co position peaked at $445K in Q1 2014.
  • 363 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2014.

Based on Dowling & Yahnke's 13F filing for Q3 2014, filed 22 Oct 2014.