Impact Partnership Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-9	Closed	-$2.25K	–	230
2024 Q1	$2.25K	Hold	9	–	–	﹤0.01%	571
2023 Q4	$2.02K	Sell	9 -4	-31%	-$947	﹤0.01%	692
2023 Q3	$2.96K	Sell	13 -6	-32%	-$1.34K	﹤0.01%	767
2023 Q2	$4.17K	Buy	+19	New	+$3.95K	﹤0.01%	532

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

Norges Bank Oslo, Norway $935B AUM

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

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

Impact Partnership Wealth's AJG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 9 shares — an estimated $2.25K sold.

Impact Partnership Wealth first reported a position in AJG in Q2 2023 and held it in 4 quarters. The position peaked at $4.17K in Q2 2023. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Impact Partnership Wealth reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 9 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $2.25K.
Impact Partnership Wealth first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Arthur J. Gallagher & Co position peaked at $4.17K in Q2 2023.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.