Ironwood Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-143	Closed	-$21K	–	138
2021 Q3	$21K	Hold	143	–	–	0.01%	277
2021 Q2	$20K	Buy	143 +57	+66%	+$8.05K	0.01%	273
2021 Q1	$11K	Hold	86	–	–	﹤0.01%	325
2020 Q4	$11K	Hold	86	–	–	﹤0.01%	302
2020 Q3	$9K	Hold	86	–	–	﹤0.01%	267
2020 Q2	$8K	Buy	+86	New	+$7.62K	﹤0.01%	259
2015 Q1	–	Sell	-1	Closed	–	–	321
2014 Q4	$0	Buy	+1	New	+$47	﹤0.01%	301

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Ironwood Financial's AJG Position: Q4 2021 in Review

Ironwood Financial sold out of Arthur J. Gallagher & Co (AJG) in Q4 2021, closing a stake of 143 shares — an estimated $21K sold.

Ironwood Financial first reported a position in AJG in Q4 2014 and held it in 7 quarters. The position peaked at $21K in Q3 2021. 853 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

Ironwood Financial reported no remaining Arthur J. Gallagher & Co position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 143 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $21K.
Ironwood Financial first reported a position in Arthur J. Gallagher & Co in Q4 2014 and held it in 7 quarters.
Ironwood Financial's Arthur J. Gallagher & Co position peaked at $21K in Q3 2021.
853 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.