Girard Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-57	Closed	-$4K	–	255
2018 Q3	$4K	Buy	+57	New	+$4.09K	﹤0.01%	850

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

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

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

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

CSIA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Girard Partners's AJG Position: Q4 2018 in Review

Girard Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2018, closing a stake of 57 shares — an estimated $4K sold.

Girard Partners first reported a position in AJG in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

Girard Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 57 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $4K.
Girard Partners first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 1 quarter.
Girard Partners's Arthur J. Gallagher & Co position peaked at $4K in Q3 2018.
601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.