JBJ Investment Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

JBJ Investment Partners’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	$325K	Sell	1,917 -442	-19%	-$72.2K	0.07%	50
2021 Q3	$351K	Hold	2,359	–	–	0.07%	49
2021 Q2	$330K	Sell	2,359 -168	-7%	-$23.7K	0.07%	50
2021 Q1	$315K	Buy	2,527 +26	+1%	+$3.14K	0.07%	49
2020 Q4	$309K	Buy	+2,501	New	+$285K	0.07%	51
2019 Q2	–	Sell	-480	Closed	-$37K	–	57
2019 Q1	$37K	Buy	+480	New	+$37K	0.01%	106

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

JBJ Investment Partners's AJG Position: Q4 2021 in Review

JBJ Investment Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 19% in Q4 2021, selling an estimated $72.2K and leaving 1,917 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #50.

JBJ Investment Partners first reported a position in AJG in Q1 2019 and has held it in 6 quarters since. The position peaked at $351K in Q3 2021. 853 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

JBJ Investment Partners held 1,917 shares of Arthur J. Gallagher & Co worth $325K as of Q4 2021.
JBJ Investment Partners sold 442 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $72.2K.
Arthur J. Gallagher & Co made up 0.07% of JBJ Investment Partners's portfolio in Q4 2021, its #50 holding.
JBJ Investment Partners first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 6 quarters since.
JBJ Investment Partners's Arthur J. Gallagher & Co position peaked at $351K in Q3 2021.
853 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.