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Kaizen Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Kaizen Advisory’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
2018
Q4 		$36K Buy
492
+64
+15% +$4.78K 0.03% 382
2018
Q3 		$32K Hold
428
– – 0.02% 439
2018
Q2 		$28K Buy
428
+258
+152% +$17.5K 0.01% 450
2018
Q1 		$12K Hold
170
– – 0.01% 436
2017
Q4 		$11K Buy
+170
New +$10.9K 0.01% 453

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's AJG Position: Q4 2018 in Review

Kaizen Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 15% in Q4 2018, buying an estimated $4.78K and bringing the position to 492 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #382.

Kaizen Advisory first reported a position in AJG in Q4 2017 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

  • Kaizen Advisory held 492 shares of Arthur J. Gallagher & Co worth $36K as of Q4 2018.
  • Kaizen Advisory bought 64 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $4.78K.
  • Arthur J. Gallagher & Co made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #382 holding.
  • Kaizen Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.