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Financial Architects (New Jersey)’s Arthur J. Gallagher & Co AJG Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-46
Closed -$4K – 287
2020
Q2 		$4K Hold
46
– – ﹤0.01% 744
2020
Q1 		$4K Sell
46
-28
-38% -$2.68K ﹤0.01% 717
2019
Q4 		$7K Sell
74
-256
-78% -$23.4K ﹤0.01% 719
2019
Q3 		$30K Buy
330
+26
+9% +$2.34K 0.01% 519
2019
Q2 		$27K Sell
304
-125
-29% -$10.4K 0.01% 636
2019
Q1 		$34K Sell
429
-84
-16% -$6.47K 0.01% 718
2018
Q4 		$38K Hold
513
– – 0.01% 615
2018
Q3 		$38K Buy
513
+199
+63% +$14.3K 0.01% 717
2018
Q2 		$20K Buy
314
+84
+37% +$5.69K ﹤0.01% 802
2018
Q1 		$16K Hold
230
– – ﹤0.01% 941
2017
Q4 		$15K Hold
230
– – ﹤0.01% 1034
2017
Q3 		$14K Sell
230
-57
-20% -$3.35K ﹤0.01% 1041
2017
Q2 		$16K Hold
287
– – ﹤0.01% 1016
2017
Q1 		$16K Hold
287
– – ﹤0.01% 995
2016
Q4 		$15K Hold
287
– – ﹤0.01% 900
2016
Q3 		$15K Hold
287
– – ﹤0.01% 907
2016
Q2 		$14K Buy
287
+57
+25% +$2.64K ﹤0.01% 878
2016
Q1 		$10K Buy
+230
New +$9.18K ﹤0.01% 742
2015
Q3 		– Sell
-125
Closed -$6K – 227
2015
Q2 		$6K Hold
125
– – ﹤0.01% 893
2015
Q1 		$6K Hold
125
– – ﹤0.01% 823
2014
Q4 		$6K Buy
+125
New +$5.86K ﹤0.01% 779

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Architects (New Jersey)'s AJG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Arthur J. Gallagher & Co (AJG) in Q3 2020, closing a stake of 46 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in AJG in Q4 2014 and held it in 21 quarters. The position peaked at $38K in Q4 2018. 693 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Arthur J. Gallagher & Co position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 46 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in Arthur J. Gallagher & Co in Q4 2014 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s Arthur J. Gallagher & Co position peaked at $38K in Q4 2018.
  • 693 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.