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GIM
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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