Horan Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-21	Closed	-$4.61K	–	117
2023 Q2	$4.61K	Hold	21	–	–	﹤0.01%	482
2023 Q1	$4.02K	Hold	21	–	–	﹤0.01%	501
2022 Q4	$3.96K	Buy	+21	New	+$3.93K	﹤0.01%	484

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Horan Securities's AJG Position: Q3 2023 in Review

Horan Securities sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 21 shares — an estimated $4.61K sold.

Horan Securities first reported a position in AJG in Q4 2022 and held it in 3 quarters. The position peaked at $4.61K in Q2 2023. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Horan Securities reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 21 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $4.61K.
Horan Securities first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 3 quarters.
Horan Securities's Arthur J. Gallagher & Co position peaked at $4.61K in Q2 2023.
996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.