Israel Discount Bank of New York’s Arthur J. Gallagher & Co AJG Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-1,015	Closed	-$79K	–	89
2019 Q1	$79K	Sell	1,015 -25	-2%	-$1.93K	0.05%	135
2018 Q4	$77K	Hold	1,040	–	–	0.06%	133
2018 Q3	$77K	Sell	1,040 -335	-24%	-$24K	0.05%	144
2018 Q2	$90K	Hold	1,375	–	–	0.06%	139
2018 Q1	$95K	Hold	1,375	–	–	0.06%	132
2017 Q4	$87K	Hold	1,375	–	–	0.06%	147
2017 Q3	$85K	Sell	1,375 -25	-2%	-$1.47K	0.06%	157
2017 Q2	$80K	Sell	1,400 -15	-1%	-$848	0.06%	173
2017 Q1	$80K	Sell	1,415 -25	-2%	-$1.38K	0.07%	157
2016 Q4	$75K	Buy	+1,440	New	+$72.4K	0.07%	178

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Israel Discount Bank of New York's AJG Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Arthur J. Gallagher & Co (AJG) in Q2 2019, closing a stake of 1,015 shares — an estimated $79K sold.

Israel Discount Bank of New York first reported a position in AJG in Q4 2016 and held it in 10 quarters. The position peaked at $95K in Q1 2018. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2019.

Israel Discount Bank of New York reported no remaining Arthur J. Gallagher & Co position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,015 Arthur J. Gallagher & Co shares in Q2 2019, an estimated $79K.
Israel Discount Bank of New York first reported a position in Arthur J. Gallagher & Co in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Arthur J. Gallagher & Co position peaked at $95K in Q1 2018.
646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.