Fortis Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Fortis Advisors’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
2021 Q4	–	Sell	-671	Closed	-$100K	–	257
2021 Q3	$100K	Hold	671	–	–	0.06%	133
2021 Q2	$94K	Hold	671	–	–	0.05%	152
2021 Q1	$84K	Buy	+671	New	+$81K	0.06%	123

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Fortis Advisors's AJG Position: Q4 2021 in Review

Fortis Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2021, closing a stake of 671 shares — an estimated $100K sold.

Fortis Advisors first reported a position in AJG in Q1 2021 and held it in 3 quarters. The position peaked at $100K in Q3 2021. 853 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

Fortis Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2021 after selling out during the quarter.
Fortis Advisors sold 671 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $100K.
Fortis Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 3 quarters.
Fortis Advisors's Arthur J. Gallagher & Co position peaked at $100K in Q3 2021.
853 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Fortis Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.