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

FCG 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 Q3	$545K	Sell	5,164 -18	-0.3%	-$1.87K	0.13%	88
2020 Q2	$505K	Buy	5,182 +18	+0.3%	+$1.59K	0.13%	80
2020 Q1	$421K	Hold	5,164	–	–	0.12%	83
2019 Q4	$492K	Hold	5,164	–	–	0.14%	83
2019 Q3	$463K	Hold	5,164	–	–	0.14%	83
2019 Q2	$452K	Sell	5,164 -900	-15%	-$75.1K	0.14%	83
2019 Q1	$474K	Hold	6,064	–	–	0.16%	75
2018 Q4	$447K	Hold	6,064	–	–	0.17%	78
2018 Q3	$451K	Hold	6,064	–	–	0.16%	78
2018 Q2	$396K	Hold	6,064	–	–	0.14%	83
2018 Q1	$417K	Sell	6,064 -736	-11%	-$49.7K	0.14%	79
2017 Q4	$430K	Hold	6,800	–	–	0.16%	69
2017 Q3	$419K	Hold	6,800	–	–	0.16%	72
2017 Q2	$389K	Hold	6,800	–	–	0.13%	95
2017 Q1	$384K	Sell	6,800 -470	-6%	-$25.9K	0.16%	73
2016 Q4	$378K	Hold	7,270	–	–	0.17%	68
2016 Q3	$370K	Hold	7,270	–	–	0.11%	77
2016 Q2	$346K	Sell	7,270 -1,125	-13%	-$52.2K	0.11%	89
2016 Q1	$373K	Hold	8,395	–	–	0.13%	69
2015 Q4	$344K	Hold	8,395	–	–	0.21%	63
2015 Q3	$347K	Hold	8,395	–	–	0.29%	60
2015 Q2	$397K	Sell	8,395 -3,369	-29%	-$162K	0.31%	57
2015 Q1	$550K	Hold	11,764	–	–	0.28%	55
2014 Q4	$563K	Sell	11,764 -1,607	-12%	-$75.4K	0.28%	59
2014 Q3	$584K	Hold	13,371	–	–	0.38%	39
2014 Q2	$623K	Hold	13,371	–	–	0.47%	44
2014 Q1	$636K	Hold	13,371	–	–	0.45%	42
2013 Q4	$627K	Hold	13,371	–	–	0.42%	39
2013 Q3	$583K	Buy	+13,371	New	+$587K	0.42%	38

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FCG Advisors's AJG Position: Q3 2020 in Review

FCG Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 0.35% in Q3 2020, selling an estimated $1.87K and leaving 5,164 shares worth $545K. The position accounts for 0.13% of the portfolio, ranked #88.

FCG Advisors first reported a position in AJG in Q3 2013 and has held it in 29 quarters since. The position peaked at $636K in Q1 2014. 693 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

FCG Advisors held 5,164 shares of Arthur J. Gallagher & Co worth $545K as of Q3 2020.
FCG Advisors sold 18 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $1.87K.
Arthur J. Gallagher & Co made up 0.13% of FCG Advisors's portfolio in Q3 2020, its #88 holding.
FCG Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2013 and has held it in 29 quarters since.
FCG Advisors's Arthur J. Gallagher & Co position peaked at $636K in Q1 2014.
693 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.