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

Fairhaven 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
2022 Q2	–	Sell	-1,245	Closed	-$217K	–	117
2022 Q1	$217K	Hold	1,245	–	–	0.09%	109
2021 Q4	$211K	Buy	+1,245	New	+$203K	0.08%	106

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Fairhaven Wealth Management's AJG Position: Q2 2022 in Review

Fairhaven Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 1,245 shares — an estimated $217K sold.

Fairhaven Wealth Management first reported a position in AJG in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q1 2022. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Fairhaven Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
Fairhaven Wealth Management sold 1,245 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $217K.
Fairhaven Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 2 quarters.
Fairhaven Wealth Management's Arthur J. Gallagher & Co position peaked at $217K in Q1 2022.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Fairhaven Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.