Fort LP’s Arthur J. Gallagher & Co AJG Stock Holding History

Fort LP’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	-1,202	Closed	-$114K	–	366
2019 Q4	$114K	Buy	+1,202	New	+$110K	0.02%	336
2019 Q3	–	Sell	-1,466	Closed	-$128K	–	424
2019 Q2	$128K	Buy	1,466 +459	+46%	+$38.3K	0.02%	323
2019 Q1	$79K	Buy	1,007 +690	+218%	+$53.2K	0.02%	341
2018 Q4	$23K	Sell	317 -25	-7%	-$1.87K	0.01%	385
2018 Q3	$25K	Buy	+342	New	+$24.5K	0.01%	373

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fort LP's AJG Position: Q1 2020 in Review

Fort LP sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 1,202 shares — an estimated $114K sold.

Fort LP first reported a position in AJG in Q3 2018 and held it in 5 quarters. The position peaked at $128K in Q2 2019. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

Fort LP reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
Fort LP sold 1,202 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $114K.
Fort LP first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 5 quarters.
Fort LP's Arthur J. Gallagher & Co position peaked at $128K in Q2 2019.
651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.