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JOYN Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-795
Closed -$59K – 156
2018
Q4 		$59K Sell
795
-96
-11% -$7.17K 0.01% 290
2018
Q3 		$66K Buy
891
+13
+1% +$932 0.01% 316
2018
Q2 		$57K Sell
878
-633
-42% -$42.9K 0.01% 360
2018
Q1 		$104K Buy
+1,511
New +$102K 0.02% 256

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JOYN Advisors's AJG Position: Q1 2019 in Review

JOYN Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2019, closing a stake of 795 shares — an estimated $59K sold.

JOYN Advisors first reported a position in AJG in Q1 2018 and held it in 4 quarters. The position peaked at $104K in Q1 2018. 672 funds tracked by Wall St. Rank hold AJG as of Q1 2019.

  • JOYN Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 795 Arthur J. Gallagher & Co shares in Q1 2019, an estimated $59K.
  • JOYN Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Arthur J. Gallagher & Co position peaked at $104K in Q1 2018.
  • 672 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.