EFG Asset Management (Americas)’s Arthur J. Gallagher & Co AJG Stock Holding History

EFG Asset Management (Americas)’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
2021 Q1	–	Sell	-9,366	Closed	-$1.16M	–	136
2020 Q4	$1.16M	Buy	9,366 +424	+5%	+$48.3K	0.24%	88
2020 Q3	$944K	Sell	8,942 -6,526	-42%	-$677K	0.21%	92
2020 Q2	$1.51M	Buy	15,468 +2,528	+20%	+$224K	0.39%	73
2020 Q1	$1.05M	Buy	12,940 +2,027	+19%	+$194K	0.34%	81
2019 Q4	$1.04M	Buy	10,913 +7,870	+259%	+$721K	0.27%	92
2019 Q3	$273K	Buy	+3,043	New	+$274K	0.08%	108

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EFG Asset Management (Americas)'s AJG Position: Q1 2021 in Review

EFG Asset Management (Americas) sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 9,366 shares — an estimated $1.16M sold.

EFG Asset Management (Americas) first reported a position in AJG in Q3 2019 and held it in 6 quarters. The position peaked at $1.51M in Q2 2020. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

EFG Asset Management (Americas) reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
EFG Asset Management (Americas) sold 9,366 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $1.16M.
EFG Asset Management (Americas) first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 6 quarters.
EFG Asset Management (Americas)'s Arthur J. Gallagher & Co position peaked at $1.51M in Q2 2020.
730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2021, filed 9 Apr 2021.