Karp Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Karp Capital Management’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	-100	Closed	-$7K	–	117
2018 Q4	$7K	Buy	+100	New	+$7.47K	﹤0.01%	274
2015 Q4	–	Sell	-500	Closed	-$21K	–	102
2015 Q3	$21K	Hold	500	–	–	0.01%	227
2015 Q2	$24K	Hold	500	–	–	0.02%	227
2015 Q1	$23K	Hold	500	–	–	0.02%	233
2014 Q4	$24K	Buy	+500	New	+$23.5K	0.02%	219

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Karp Capital Management's AJG Position: Q1 2019 in Review

Karp Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2019, closing a stake of 100 shares — an estimated $7K sold.

Karp Capital Management first reported a position in AJG in Q4 2014 and held it in 5 quarters. The position peaked at $24K in Q2 2015. 670 funds tracked by Wall St. Rank hold AJG as of Q1 2019.

Karp Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 100 Arthur J. Gallagher & Co shares in Q1 2019, an estimated $7K.
Karp Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2014 and held it in 5 quarters.
Karp Capital Management's Arthur J. Gallagher & Co position peaked at $24K in Q2 2015.
670 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.