Focused Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Focused Wealth 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 Q1	–	Sell	-380	Closed	-$85.5K	–	233
2023 Q4	$85.5K	Hold	380	–	–	0.01%	226
2023 Q3	$86.6K	Hold	380	–	–	0.02%	217
2023 Q2	$83.4K	Hold	380	–	–	0.02%	232
2023 Q1	$72.7K	Hold	380	–	–	0.01%	249
2022 Q4	$71.6K	Hold	380	–	–	0.01%	253
2022 Q3	$65K	Hold	380	–	–	0.01%	236
2022 Q2	$62K	Hold	380	–	–	0.01%	260
2022 Q1	$66K	Hold	380	–	–	0.01%	279
2021 Q4	$64K	Hold	380	–	–	0.01%	339
2021 Q3	$56K	Hold	380	–	–	0.01%	368
2021 Q2	$53K	Hold	380	–	–	0.01%	366
2021 Q1	$47K	Hold	380	–	–	0.01%	378
2020 Q4	$47K	Hold	380	–	–	0.01%	357
2020 Q3	$40K	Hold	380	–	–	0.01%	347
2020 Q2	$37K	Hold	380	–	–	0.01%	338
2020 Q1	$31K	Hold	380	–	–	0.01%	327
2019 Q4	$36K	Hold	380	–	–	0.01%	344
2019 Q3	$34K	Sell	380 -200	-34%	-$18K	0.01%	335
2019 Q2	$51K	Hold	580	–	–	0.01%	319
2019 Q1	$45K	Hold	580	–	–	0.01%	298
2018 Q4	$43K	Hold	580	–	–	0.01%	310
2018 Q3	$43K	Hold	580	–	–	0.01%	308
2018 Q2	$38K	Hold	580	–	–	0.01%	296
2018 Q1	$40K	Hold	580	–	–	0.01%	315
2017 Q4	$37K	Hold	580	–	–	0.01%	327
2017 Q3	$36K	Hold	580	–	–	0.01%	277
2017 Q2	$33K	Buy	580 +200	+53%	+$11.3K	0.01%	326
2017 Q1	$21K	Hold	380	–	–	0.01%	367
2016 Q4	$20K	Hold	380	–	–	0.01%	374
2016 Q3	$19K	Hold	380	–	–	0.01%	366
2016 Q2	$18K	Hold	380	–	–	0.01%	362
2016 Q1	$17K	Buy	380 +3	+0.8%	+$120	0.01%	319
2015 Q4	$15K	Buy	377 +3	+0.8%	+$129	0.01%	348
2015 Q3	$15K	Buy	374 +4	+1%	+$181	0.01%	331
2015 Q2	$18K	Buy	370 +2	+0.5%	+$96	0.01%	322
2015 Q1	$17K	Buy	368 +3	+0.8%	+$140	0.01%	340
2014 Q4	$17K	Buy	365 +3	+0.8%	+$141	0.01%	328
2014 Q3	$16K	Buy	362 +3	+0.8%	+$138	0.01%	352
2014 Q2	$17K	Buy	359 +3	+0.8%	+$137	0.01%	337
2014 Q1	$17K	Buy	356 +2	+0.6%	+$93	0.01%	310
2013 Q4	$17K	Buy	354 +3	+0.9%	+$139	0.01%	314
2013 Q3	$15K	Buy	+351	New	+$15.4K	0.01%	318

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Focused Wealth Management's AJG Position: Q1 2024 in Review

Focused Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 380 shares — an estimated $85.5K sold.

Focused Wealth Management first reported a position in AJG in Q3 2013 and held it in 42 quarters. The position peaked at $86.6K in Q3 2023. 1,130 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Focused Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 380 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $85.5K.
Focused Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's Arthur J. Gallagher & Co position peaked at $86.6K in Q3 2023.
1,130 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.