Glass Jacobson Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Glass Jacobson Investment 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
2023 Q4	–	Sell	-9	Closed	-$2.05K	–	710
2023 Q3	$2.05K	Buy	9 +7	+350%	+$1.57K	﹤0.01%	632
2023 Q2	$440	Buy	+2	New	+$416	﹤0.01%	763
2022 Q4	$566	Buy	+3	New	+$561	﹤0.01%	785

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Glass Jacobson Investment Advisors's AJG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 9 shares — an estimated $2.05K sold.

Glass Jacobson Investment Advisors first reported a position in AJG in Q4 2022 and held it in 3 quarters. The position peaked at $2.05K in Q3 2023. 1,080 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Glass Jacobson Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 9 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $2.05K.
Glass Jacobson Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 3 quarters.
Glass Jacobson Investment Advisors's Arthur J. Gallagher & Co position peaked at $2.05K in Q3 2023.
1,080 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.