First Personal Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-6	Closed	-$1K	–	299
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	390
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	440
2019 Q2	$1K	Buy	+6	New	+$501	﹤0.01%	682
2019 Q1	–	Sell	-79	Closed	-$6K	–	676
2018 Q4	$6K	Sell	79 -20	-20%	-$1.49K	﹤0.01%	533
2018 Q3	$7K	Buy	99 +1	+1%	+$72	﹤0.01%	548
2018 Q2	$6K	Buy	98 +12	+14%	+$813	﹤0.01%	548
2018 Q1	$6K	Hold	86	–	–	﹤0.01%	890
2017 Q4	$5K	Buy	+86	New	+$5.49K	﹤0.01%	887

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

First Personal Financial Services's AJG Position: Q1 2020 in Review

First Personal Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in AJG in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q3 2018. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

First Personal Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 6 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 8 quarters.
First Personal Financial Services's Arthur J. Gallagher & Co position peaked at $7K in Q3 2018.
651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.