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

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-48
Closed -$5K – 576
2020
Q3 		$5K Hold
48
– – ﹤0.01% 432
2020
Q2 		$5K Hold
48
– – ﹤0.01% 356
2020
Q1 		$4K Buy
+48
New +$4.6K ﹤0.01% 265
2019
Q4 		– Sell
-48
Closed -$4K – 623
2019
Q3 		$4K Buy
+48
New +$4.32K ﹤0.01% 298

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evolution Wealth Advisors's AJG Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2020, closing a stake of 48 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in AJG in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2020. 722 funds tracked by Wall St. Rank hold AJG as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 48 Arthur J. Gallagher & Co shares in Q4 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Arthur J. Gallagher & Co position peaked at $5K in Q3 2020.
  • 722 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.