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

JSF 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
2023 Q2	–	Sell	-3,110	Closed	-$595K	–	108
2023 Q1	$595K	Sell	3,110 -14	-0.4%	-$2.66K	0.22%	63
2022 Q4	$589K	Buy	3,124 +73	+2%	+$13.7K	0.22%	67
2022 Q3	$522K	Buy	+3,051	New	+$542K	0.2%	63

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JSF Financial's AJG Position: Q2 2023 in Review

JSF Financial sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 3,110 shares — an estimated $595K sold.

JSF Financial first reported a position in AJG in Q3 2022 and held it in 3 quarters. The position peaked at $595K in Q1 2023. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

JSF Financial reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
JSF Financial sold 3,110 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $595K.
JSF Financial first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 3 quarters.
JSF Financial's Arthur J. Gallagher & Co position peaked at $595K in Q1 2023.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on JSF Financial's 13F filing for Q2 2023, filed 2 Aug 2023.