Itau Unibanco Holding S.A.’s Arthur J. Gallagher & Co AJG Stock Holding History

Itau Unibanco Holding S.A.’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
2020 Q1	–	Sell	-455	Closed	-$43K	–	451
2019 Q4	$43K	Buy	+455	New	+$41.7K	﹤0.01%	716
2019 Q3	–	Sell	-3,914	Closed	-$343K	–	311
2019 Q2	$343K	Buy	3,914 +2,761	+239%	+$230K	0.02%	426
2019 Q1	$84K	Hold	1,153	–	–	﹤0.01%	436
2018 Q4	$84K	Sell	1,153 -581	-34%	-$43.4K	﹤0.01%	436
2018 Q3	$129K	Buy	+1,734	New	+$124K	0.01%	409
2018 Q2	–	Sell	-57	Closed	-$4K	–	744
2018 Q1	$4K	Buy	+57	New	+$3.85K	﹤0.01%	565

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Itau Unibanco Holding S.A.'s AJG Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 455 shares — an estimated $43K sold.

Itau Unibanco Holding S.A. first reported a position in AJG in Q1 2018 and held it in 6 quarters. The position peaked at $343K in Q2 2019. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 455 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $43K.
Itau Unibanco Holding S.A. first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 6 quarters.
Itau Unibanco Holding S.A.'s Arthur J. Gallagher & Co position peaked at $343K in Q2 2019.
651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.