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

Evermay 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
2024 Q1	–	Sell	-2	Closed	-$450	–	613
2023 Q4	$450	Buy	+2	New	+$474	﹤0.01%	569
2021 Q3	–	Sell	-214	Closed	-$30K	–	451
2021 Q2	$30K	Buy	+214	New	+$30.2K	0.01%	328

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Evermay Wealth Management's AJG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 2 shares — an estimated $450 sold.

Evermay Wealth Management first reported a position in AJG in Q2 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Evermay Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 2 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $450.
Evermay Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 2 quarters.
Evermay Wealth Management's Arthur J. Gallagher & Co position peaked at $30K in Q2 2021.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.