Fieldpoint Private Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Fieldpoint Private Securities’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	$75K	Buy	461 +292	+173%	+$48.5K	0.02%	410
2022 Q1	$30K	Sell	169 -120	-42%	-$19.1K	0.01%	718
2021 Q4	$49K	Hold	289	–	–	0.01%	622
2021 Q3	$43K	Sell	289 -86	-23%	-$12.3K	0.01%	614
2021 Q2	$53K	Buy	375 +120	+47%	+$17K	0.01%	557
2021 Q1	$32K	Buy	255 +33	+15%	+$3.98K	0.01%	667
2020 Q4	$27K	Buy	+222	New	+$25.3K	0.01%	607

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's AJG Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Arthur J. Gallagher & Co (AJG) stake by 173% in Q2 2022, buying an estimated $48.5K and bringing the position to 461 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #410.

Fieldpoint Private Securities first reported a position in AJG in Q4 2020 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Fieldpoint Private Securities held 461 shares of Arthur J. Gallagher & Co worth $75K as of Q2 2022.
Fieldpoint Private Securities bought 292 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $48.5K.
Arthur J. Gallagher & Co made up 0.02% of Fieldpoint Private Securities's portfolio in Q2 2022, its #410 holding.
Fieldpoint Private Securities first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 7 quarters since.
822 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.