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F/M Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

F/M Investments’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
Q2 		– Sell
-5,167
Closed -$1.29M – 317
2024
Q1 		$1.29M Sell
5,167
-33
-0.6% -$7.93K 0.87% 33
2023
Q4 		$1.17M Buy
+5,200
New +$1.23M 0.66% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

F/M Investments's AJG Position: Q2 2024 in Review

F/M Investments sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 5,167 shares — an estimated $1.29M sold.

F/M Investments first reported a position in AJG in Q4 2023 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • F/M Investments reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
  • F/M Investments sold 5,167 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $1.29M.
  • F/M Investments first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 2 quarters.
  • F/M Investments's Arthur J. Gallagher & Co position peaked at $1.29M in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on F/M Investments's 13F filing for Q2 2024, filed 29 Jul 2024.