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

Kings Point 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
2022 Q1	$7.54M	Sell	43,193 -201	-0.5%	-$32K	0.66%	50
2021 Q4	$7.36M	Buy	43,394 +2,399	+6%	+$392K	0.6%	54
2021 Q3	$6.09M	Buy	40,995 +617	+2%	+$88.3K	0.54%	60
2021 Q2	$5.66M	Sell	40,378 -19,560	-33%	-$2.76M	0.51%	62
2021 Q1	$7.48M	Buy	59,938 +1,667	+3%	+$201K	0.74%	49
2020 Q4	$7.21M	Buy	58,271 +3,614	+7%	+$412K	0.77%	48
2020 Q3	$5.77M	Sell	54,657 -334	-0.6%	-$34.6K	0.72%	48
2020 Q2	$5.36M	Buy	54,991 +122	+0.2%	+$10.8K	0.78%	48
2020 Q1	$4.47M	Buy	54,869 +11,468	+26%	+$1.1M	0.79%	48
2019 Q4	$4.13M	Buy	43,401 +1,321	+3%	+$121K	0.61%	57
2019 Q3	$3.77M	Buy	42,080 +1,751	+4%	+$157K	0.64%	54
2019 Q2	$3.53M	Buy	40,329 +975	+2%	+$81.4K	0.64%	57
2019 Q1	$3.07M	Sell	39,354 -602	-2%	-$46.4K	0.61%	56
2018 Q4	$2.94M	Buy	39,956 +20,307	+103%	+$1.52M	0.66%	56
2018 Q3	$1.46M	Buy	+19,649	New	+$1.41M	0.27%	81

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Kings Point Capital Management's AJG Position: Q1 2022 in Review

Kings Point Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.46% in Q1 2022, selling an estimated $32K and leaving 43,193 shares worth $7.54M. The position accounts for 0.66% of the portfolio, ranked #50.

Kings Point Capital Management first reported a position in AJG in Q3 2018 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Kings Point Capital Management held 43,193 shares of Arthur J. Gallagher & Co worth $7.54M as of Q1 2022.
Kings Point Capital Management sold 201 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $32K.
Arthur J. Gallagher & Co made up 0.66% of Kings Point Capital Management's portfolio in Q1 2022, its #50 holding.
Kings Point Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.