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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 Sell
2
-14
-88% -$3.47K ﹤0.01% 908
2024
Q1 		$3.87K Sell
16
-60
-79% -$14.4K ﹤0.01% 923
2023
Q4 		$18.1K Buy
76
+1
+1% +$237 ﹤0.01% 701
2023
Q3 		$17.8K Sell
75
-145
-66% -$32.5K ﹤0.01% 557
2023
Q2 		$4.13K Buy
220
+29
+15% +$6.04K 0.01% 509
2023
Q1 		$455 Buy
191
+2
+1% +$379 0.01% 459
2022
Q4 		$4.33K Sell
189
-1,008
-84% -$189K 0.02% 425
2022
Q3 		$443 Buy
1,197
+56
+5% +$9.94K 0.02% 408
2022
Q2 		$421 Sell
1,141
-84
-7% -$13.9K 0.01% 407
2022
Q1 		$452 Sell
1,225
-135
-10% -$21.5K 0.01% 418
2021
Q4 		$447 Buy
1,360
+1,357
+45,233% +$222K 0.01% 498
2021
Q3 		$149K Hold
3
– – 0.07% 247
2021
Q2 		$140K Sell
3
-4
-57% -$565 0.05% 260
2021
Q1 		$890 Sell
7
-2
-22% -$241 0.02% 323
2020
Q4 		$1K Buy
+9
New +$1.02K ﹤0.01% 368
2020
Q2 		– Sell
-97
Closed -$7.91K – 44
2020
Q1 		$7.91K Sell
97
-53
-35% -$5.08K 0.02% 267
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Gravity Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 88% in Q2 2024, selling an estimated $3.47K and leaving 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 19 quarters since. The position peaked at $149K in Q3 2021. 1,148 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 sold 14 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $3.47K.
  • 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 19 quarters since.
  • Financial Gravity Asset Management's Arthur J. Gallagher & Co position peaked at $149K in Q3 2021.
  • 1,148 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.