Gofen & Glossberg’s Arthur J. Gallagher & Co AJG Stock Holding History

Gofen & Glossberg’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
2022 Q4	$235K	Buy	1,248 +33	+3%	+$6.17K	0.01%	481
2022 Q3	$208K	Sell	1,215 -347	-22%	-$61.6K	0.01%	494
2022 Q2	$255K	Hold	1,562	–	–	0.01%	444
2022 Q1	$273K	Hold	1,562	–	–	0.01%	458
2021 Q4	$265K	Hold	1,562	–	–	0.01%	492
2021 Q3	$232K	Buy	1,562 +46	+3%	+$6.58K	0.01%	516
2021 Q2	$212K	Buy	+1,516	New	+$214K	0.01%	520

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Gofen & Glossberg's AJG Position: Q4 2022 in Review

Gofen & Glossberg increased its Arthur J. Gallagher & Co (AJG) stake by 2.7% in Q4 2022, buying an estimated $6.17K and bringing the position to 1,248 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #481.

Gofen & Glossberg first reported a position in AJG in Q2 2021 and has held it in 7 quarters since. The position peaked at $273K in Q1 2022. 920 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

Gofen & Glossberg held 1,248 shares of Arthur J. Gallagher & Co worth $235K as of Q4 2022.
Gofen & Glossberg bought 33 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $6.17K.
Arthur J. Gallagher & Co made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #481 holding.
Gofen & Glossberg first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 7 quarters since.
Gofen & Glossberg's Arthur J. Gallagher & Co position peaked at $273K in Q1 2022.
920 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.