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

Hillsdale 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
2021
Q1 		– Sell
-45
Closed -$6K – 530
2020
Q4 		$6K Hold
45
– – ﹤0.01% 532
2020
Q3 		$5K Buy
45
+15
+50% +$1.56K ﹤0.01% 534
2020
Q2 		$3K Hold
30
– – ﹤0.01% 517
2020
Q1 		$2K Sell
30
-10
-25% -$958 ﹤0.01% 554
2019
Q4 		$4K Hold
40
– – ﹤0.01% 538
2019
Q3 		$4K Sell
40
-20
-33% -$1.8K ﹤0.01% 563
2019
Q2 		$5K Sell
60
-10
-14% -$834 ﹤0.01% 524
2019
Q1 		$5K Hold
70
– – ﹤0.01% 516
2018
Q4 		$5K Buy
70
+30
+75% +$2.24K ﹤0.01% 494
2018
Q3 		$3K Hold
40
– – ﹤0.01% 420
2018
Q2 		$3K Hold
40
– – ﹤0.01% 438
2018
Q1 		$3K Sell
40
-40
-50% -$2.7K ﹤0.01% 412
2017
Q4 		$5K Buy
80
+10
+14% +$639 ﹤0.01% 398
2017
Q3 		$4K Sell
70
-10
-13% -$588 ﹤0.01% 402
2017
Q2 		$5K Sell
80
-10
-11% -$565 ﹤0.01% 382
2017
Q1 		$5K Buy
90
+30
+50% +$1.65K ﹤0.01% 387
2016
Q4 		$3K Hold
60
– – ﹤0.01% 415
2016
Q3 		$3K Sell
60
-20
-25% -$987 ﹤0.01% 429
2016
Q2 		$4K Sell
80
-20
-20% -$928 ﹤0.01% 429
2016
Q1 		$4K Sell
100
-10
-9% -$399 ﹤0.01% 404
2015
Q4 		$5K Sell
110
-6,890
-98% -$296K ﹤0.01% 408
2015
Q3 		$289K Sell
7,000
-100
-1% -$4.53K 0.1% 217
2015
Q2 		$336K Buy
7,100
+700
+11% +$33.7K 0.1% 199
2015
Q1 		$299K Buy
6,400
+2,600
+68% +$121K 0.08% 294
2014
Q4 		$179K Buy
3,800
+800
+27% +$37.5K 0.05% 340
2014
Q3 		$136K Sell
3,000
-500
-14% -$23K 0.04% 358
2014
Q2 		$163K Sell
3,500
-100
-3% -$4.56K 0.04% 351
2014
Q1 		$171K Sell
3,600
-1,200
-25% -$56K 0.05% 328
2013
Q4 		$225K Buy
4,800
+600
+14% +$27.9K 0.07% 285
2013
Q3 		$183K Sell
4,200
-1,700
-29% -$74.6K 0.05% 296
2013
Q2 		$258K Buy
+5,900
New +$255K 0.08% 233

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's AJG Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 45 shares — an estimated $6K sold.

Hillsdale Investment Management first reported a position in AJG in Q2 2013 and held it in 31 quarters. The position peaked at $336K in Q2 2015. 731 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 45 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $6K.
  • Hillsdale Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 31 quarters.
  • Hillsdale Investment Management's Arthur J. Gallagher & Co position peaked at $336K in Q2 2015.
  • 731 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.