Great Lakes Retirement’s Arthur J. Gallagher & Co AJG Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-269	Closed	-$69.8K	–	215
2024 Q2	$69.8K	Sell	269 -2,942	-92%	-$730K	0.01%	242
2024 Q1	$803K	Buy	3,211 +99	+3%	+$23.8K	0.12%	150
2023 Q4	$700K	Buy	+3,112	New	+$737K	0.12%	149

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Great Lakes Retirement's AJG Position: Q3 2024 in Review

Great Lakes Retirement sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 269 shares — an estimated $69.8K sold.

Great Lakes Retirement first reported a position in AJG in Q4 2023 and held it in 3 quarters. The position peaked at $803K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Great Lakes Retirement reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 269 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $69.8K.
Great Lakes Retirement first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 3 quarters.
Great Lakes Retirement's Arthur J. Gallagher & Co position peaked at $803K in Q1 2024.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.