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Gladstone Institutional Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Gladstone Institutional Advisory’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
2024
Q1 		– Sell
-2,812
Closed -$632K – 644
2023
Q4 		$632K Buy
+2,812
New +$666K 0.04% 369

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gladstone Institutional Advisory's AJG Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 2,812 shares — an estimated $632K sold.

Gladstone Institutional Advisory first reported a position in AJG in Q4 2023 and held it in 1 quarter. The position peaked at $632K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,812 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $632K.
  • Gladstone Institutional Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Arthur J. Gallagher & Co position peaked at $632K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.