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Goelzer Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Goelzer Investment Management’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
2020
Q4 		– Sell
-8,487
Closed -$896K – 197
2020
Q3 		$896K Hold
8,487
– – 0.08% 163
2020
Q2 		$827K Buy
+8,487
New +$752K 0.08% 162
2019
Q3 		– Sell
-61,721
Closed -$5.41M – 253
2019
Q2 		$5.41M Sell
61,721
-398
-0.6% -$33.2K 0.5% 67
2019
Q1 		$4.85M Sell
62,119
-813
-1% -$62.6K 0.46% 73
2018
Q4 		$4.64M Buy
62,932
+160
+0.3% +$11.9K 0.59% 63
2018
Q3 		$4.67M Sell
62,772
-425
-0.7% -$30.5K 0.52% 81
2018
Q2 		$4.13M Sell
63,197
-23,721
-27% -$1.61M 0.48% 89
2018
Q1 		$5.97M Sell
86,918
-2,202
-2% -$149K 0.72% 44
2017
Q4 		$5.64M Sell
89,120
-315
-0.4% -$20.1K 0.63% 59
2017
Q3 		$5.5M Sell
89,435
-445
-0.5% -$26.2K 0.65% 54
2017
Q2 		$5.15M Buy
89,880
+1,090
+1% +$61.6K 0.63% 57
2017
Q1 		$5.02M Buy
88,790
+3,560
+4% +$196K 0.63% 58
2016
Q4 		$4.43M Buy
85,230
+16,960
+25% +$853K 0.58% 68
2016
Q3 		$3.47M Buy
68,270
+1,235
+2% +$61K 0.47% 90
2016
Q2 		$3.19M Buy
67,035
+2,540
+4% +$118K 0.44% 93
2016
Q1 		$2.87M Buy
+64,495
New +$2.57M 0.41% 103

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goelzer Investment Management's AJG Position: Q4 2020 in Review

Goelzer Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2020, closing a stake of 8,487 shares — an estimated $896K sold.

Goelzer Investment Management first reported a position in AJG in Q1 2016 and held it in 16 quarters. The position peaked at $5.97M in Q1 2018. 723 funds tracked by Wall St. Rank hold AJG as of Q4 2020.

  • Goelzer Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 8,487 Arthur J. Gallagher & Co shares in Q4 2020, an estimated $896K.
  • Goelzer Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 16 quarters.
  • Goelzer Investment Management's Arthur J. Gallagher & Co position peaked at $5.97M in Q1 2018.
  • 723 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.