Financial Gravity Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Financial Gravity Asset 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
2024 Q2	$519	Hold	2	–	–	﹤0.01%	908
2024 Q1	$419	Buy	2 +1	+100%	+$240	﹤0.01%	847
2023 Q4	$364	Buy	+1	New	+$237	﹤0.01%	938
2021 Q3	$149K	Hold	3	–	–	0.07%	247
2021 Q2	$140K	Buy	+3	New	+$424	0.05%	260
2020 Q4	$1K	Buy	+9	New	+$1.02K	﹤0.01%	368
2019 Q4	$95K	Sell	150 -38	-20%	-$3.48K	0.07%	335
2019 Q3	$17K	Buy	188 +150	+395%	+$13.5K	0.01%	490
2019 Q2	$3K	Buy	+38	New	+$3.17K	﹤0.01%	765

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Financial Gravity Asset Management's AJG Position: Q2 2024 in Review

Financial Gravity Asset Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2024 at 2 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Financial Gravity Asset Management first reported a position in AJG in Q2 2019 and has held it in 9 quarters since. The position peaked at $149K in Q3 2021. 1,150 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Financial Gravity Asset Management held 2 shares of Arthur J. Gallagher & Co worth $519 as of Q2 2024.
Financial Gravity Asset Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2024.
Arthur J. Gallagher & Co made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #908 holding.
Financial Gravity Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 9 quarters since.
Financial Gravity Asset Management's Arthur J. Gallagher & Co position peaked at $149K in Q3 2021.
1,150 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.