First Trust Direct Indexing’s Arthur J. Gallagher & Co AJG Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-7,624	Closed	-$2.15M	–	30
2024 Q3	$2.15M	Buy	7,624 +1,271	+20%	+$358K	0.12%	182
2024 Q2	$1.65M	Buy	6,353 +1,504	+31%	+$373K	0.1%	202
2024 Q1	$1.21M	Buy	4,849 +550	+13%	+$132K	0.09%	253
2023 Q4	$967K	Buy	4,299 +288	+7%	+$68.2K	0.09%	265
2023 Q3	$914K	Buy	4,011 +422	+12%	+$94.5K	0.1%	223
2023 Q2	$788K	Buy	3,589 +270	+8%	+$56.2K	0.09%	274
2023 Q1	$635K	Buy	3,319 +321	+11%	+$60.9K	0.08%	328
2022 Q4	$565K	Buy	2,998 +260	+9%	+$48.6K	0.08%	348
2022 Q3	$469K	Buy	2,738 +236	+9%	+$41.9K	0.07%	359
2022 Q2	$408K	Buy	2,502 +134	+6%	+$22.2K	0.06%	391
2022 Q1	$413K	Buy	2,368 +309	+15%	+$49.3K	0.05%	415
2021 Q4	$349K	Buy	2,059 +4	+0.2%	+$654	0.05%	454
2021 Q3	$305K	Buy	2,055 +592	+40%	+$84.7K	0.04%	471
2021 Q2	$205K	Buy	+1,463	New	+$207K	0.03%	550
2021 Q1	–	Sell	-905	Closed	-$112K	–	413
2020 Q4	$112K	Buy	+905	New	+$103K	0.03%	469

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's AJG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 7,624 shares — an estimated $2.15M sold.

First Trust Direct Indexing first reported a position in AJG in Q4 2020 and held it in 15 quarters. The position peaked at $2.15M in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

First Trust Direct Indexing reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,624 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $2.15M.
First Trust Direct Indexing first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 15 quarters.
First Trust Direct Indexing's Arthur J. Gallagher & Co position peaked at $2.15M in Q3 2024.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.