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

Elmwood 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
2022 Q1	–	Sell	-25	Closed	-$4K	–	119
2021 Q4	$4K	Buy	+25	New	+$4.08K	﹤0.01%	320
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	291
2021 Q1	$3K	Buy	+25	New	+$3.02K	﹤0.01%	282
2020 Q3	$4K	Hold	36	–	–	﹤0.01%	212
2020 Q2	$4K	Buy	+36	New	+$3.19K	﹤0.01%	212

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elmwood Wealth Management's AJG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Elmwood Wealth Management first reported a position in AJG in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Elmwood Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 25 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $4K.
Elmwood Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2020 and held it in 5 quarters.
Elmwood Wealth Management's Arthur J. Gallagher & Co position peaked at $4K in Q4 2021.
815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.