Kapitalo Investimentos’s Arthur J. Gallagher & Co AJG Stock Holding History

Kapitalo Investimentos’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
2024 Q1	–	Sell	-1,369	Closed	-$308K	–	273
2023 Q4	$308K	Buy	1,369 +883	+182%	+$209K	0.06%	186
2023 Q3	$111K	Sell	486 -2,030	-81%	-$454K	0.02%	388
2023 Q2	$552K	Buy	+2,516	New	+$524K	0.1%	77

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kapitalo Investimentos's AJG Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,369 shares — an estimated $308K sold.

Kapitalo Investimentos first reported a position in AJG in Q2 2023 and held it in 3 quarters. The position peaked at $552K in Q2 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Kapitalo Investimentos reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 1,369 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $308K.
Kapitalo Investimentos first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 3 quarters.
Kapitalo Investimentos's Arthur J. Gallagher & Co position peaked at $552K in Q2 2023.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.