FormulaFolio Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

FormulaFolio Investments’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
2019 Q4	–	Sell	-4,181	Closed	-$374K	–	363
2019 Q3	$374K	Buy	+4,181	New	+$376K	0.01%	251

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

FormulaFolio Investments's AJG Position: Q4 2019 in Review

FormulaFolio Investments sold out of Arthur J. Gallagher & Co (AJG) in Q4 2019, closing a stake of 4,181 shares — an estimated $374K sold.

FormulaFolio Investments first reported a position in AJG in Q3 2019 and held it in 1 quarter. The position peaked at $374K in Q3 2019. 674 funds tracked by Wall St. Rank hold AJG as of Q4 2019.

FormulaFolio Investments reported no remaining Arthur J. Gallagher & Co position as of Q4 2019 after selling out during the quarter.
FormulaFolio Investments sold 4,181 Arthur J. Gallagher & Co shares in Q4 2019, an estimated $374K.
FormulaFolio Investments first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 1 quarter.
FormulaFolio Investments's Arthur J. Gallagher & Co position peaked at $374K in Q3 2019.
674 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2019.

Based on FormulaFolio Investments's 13F filing for Q4 2019, filed 15 Jan 2020.