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

FinTrust Capital 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
2024 Q3	$26.2K	Hold	93	–	–	﹤0.01%	752
2024 Q2	$24.1K	Hold	93	–	–	﹤0.01%	724
2024 Q1	$23.3K	Hold	93	–	–	﹤0.01%	706
2023 Q4	$20.9K	Sell	93 -10	-10%	-$2.37K	﹤0.01%	689
2023 Q3	$23.5K	Sell	103 -18	-15%	-$4.03K	0.01%	627
2023 Q2	$22.8K	Hold	121	–	–	0.01%	620
2023 Q1	$22.8K	Hold	121	–	–	0.01%	618
2022 Q4	$22.8K	Sell	121 -22	-15%	-$4.12K	0.01%	617
2022 Q3	$25K	Hold	143	–	–	0.01%	668
2022 Q2	$24K	Hold	143	–	–	0.01%	687
2022 Q1	$25K	Buy	+143	New	+$22.8K	0.01%	706
2019 Q2	–	Sell	-3	Closed	–	–	1038
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1247
2018 Q4	$0	Buy	+3	New	+$224	﹤0.01%	1276

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FinTrust Capital Advisors's AJG Position: Q3 2024 in Review

FinTrust Capital Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2024 at 93 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

FinTrust Capital Advisors first reported a position in AJG in Q4 2018 and has held it in 13 quarters since. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

FinTrust Capital Advisors held 93 shares of Arthur J. Gallagher & Co worth $26.2K as of Q3 2024.
FinTrust Capital Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2024.
Arthur J. Gallagher & Co made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #752 holding.
FinTrust Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 13 quarters since.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.