Evelyn V. Moreno’s Arthur J. Gallagher & Co AJG Stock Holding History

Evelyn V. Moreno’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 Q1	–	Sell	-3,350	Closed	-$632K	–	125
2022 Q4	$632K	Hold	3,350	–	–	0.15%	79
2022 Q3	$574K	Sell	3,350 -1,076	-24%	-$191K	0.26%	72
2022 Q2	$722K	Buy	+4,426	New	+$735K	0.17%	69

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Evelyn V. Moreno's AJG Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 3,350 shares — an estimated $632K sold.

Evelyn V. Moreno first reported a position in AJG in Q2 2022 and held it in 3 quarters. The position peaked at $722K in Q2 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Evelyn V. Moreno reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 3,350 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $632K.
Evelyn V. Moreno first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's Arthur J. Gallagher & Co position peaked at $722K in Q2 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.