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

Gideon Capital 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
2019 Q3	–	Sell	-4,253	Closed	-$373K	–	284
2019 Q2	$373K	Sell	4,253 -33,434	-89%	-$2.79M	0.13%	200
2019 Q1	$2.94M	Buy	+37,687	New	+$2.9M	1.05%	12
2018 Q1	–	Sell	-10,601	Closed	-$671K	–	332
2017 Q4	$671K	Buy	+10,601	New	+$677K	0.59%	33
2016 Q3	–	Sell	-32,078	Closed	-$1.53M	–	179
2016 Q2	$1.53M	Buy	+32,078	New	+$1.49M	0.89%	30
2015 Q2	–	Sell	-12,638	Closed	-$591K	–	232
2015 Q1	$591K	Buy	12,638 +7,540	+148%	+$352K	0.24%	141
2014 Q4	$240K	Buy	+5,098	New	+$239K	0.11%	181
2014 Q1	–	Sell	-23,430	Closed	-$1.1M	–	201
2013 Q4	$1.1M	Buy	+23,430	New	+$1.09M	0.65%	56

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

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

BBHC

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

CSIA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Gideon Capital Advisors's AJG Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 4,253 shares — an estimated $373K sold.

Gideon Capital Advisors first reported a position in AJG in Q4 2013 and held it in 7 quarters. The position peaked at $2.94M in Q1 2019. 643 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

Gideon Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 4,253 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $373K.
Gideon Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2013 and held it in 7 quarters.
Gideon Capital Advisors's Arthur J. Gallagher & Co position peaked at $2.94M in Q1 2019.
643 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.