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

Evoke Wealth’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
Q4 		– Sell
-174
Closed -$30K – 377
2022
Q3 		$30K Buy
174
+20
+13% +$3.55K ﹤0.01% 586
2022
Q2 		$25K Hold
154
– – ﹤0.01% 617
2022
Q1 		$27K Sell
154
-34
-18% -$5.42K ﹤0.01% 601
2021
Q4 		$32K Buy
188
+150
+395% +$24.5K ﹤0.01% 595
2021
Q3 		$5K Sell
38
-27
-42% -$3.86K ﹤0.01% 835
2021
Q2 		$9K Buy
65
+24
+59% +$3.39K ﹤0.01% 757
2021
Q1 		$5K Buy
41
+32
+356% +$3.86K ﹤0.01% 825
2020
Q4 		$1K Hold
9
– – ﹤0.01% 934
2020
Q3 		$1K Hold
9
– – ﹤0.01% 898
2020
Q2 		$1K Hold
9
– – ﹤0.01% 937
2020
Q1 		$741 Sell
9
-51
-85% -$4.88K ﹤0.01% 971
2019
Q4 		$5.72K Buy
60
+19
+46% +$1.74K ﹤0.01% 880
2019
Q3 		$3.68K Buy
+41
New +$3.69K ﹤0.01% 1084

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's AJG Position: Q4 2022 in Review

Evoke Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2022, closing a stake of 174 shares — an estimated $30K sold.

Evoke Wealth first reported a position in AJG in Q3 2019 and held it in 13 quarters. The position peaked at $32K in Q4 2021. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

  • Evoke Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 174 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $30K.
  • Evoke Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Arthur J. Gallagher & Co position peaked at $32K in Q4 2021.
  • 919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.