Kiwi Wealth Investments Limited Partnership’s Arthur J. Gallagher & Co AJG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q4	–	Sell	-43,830	Closed	-$9.99M	–	6
2023 Q3	$9.99M	Buy	+43,830	New	+$9.81M	1.09%	25
2021 Q2	–	Sell	-40,050	Closed	-$5M	–	230
2021 Q1	$5M	Sell	40,050 -10,510	-21%	-$1.27M	0.29%	96
2020 Q4	$6.25M	Buy	+50,560	New	+$5.76M	0.37%	77

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Kiwi Wealth Investments Limited Partnership's AJG Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 43,830 shares — an estimated $9.99M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AJG in Q4 2020 and held it in 3 quarters. The position peaked at $9.99M in Q3 2023. 1,080 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 43,830 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $9.99M.
Kiwi Wealth Investments Limited Partnership first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 3 quarters.
Kiwi Wealth Investments Limited Partnership's Arthur J. Gallagher & Co position peaked at $9.99M in Q3 2023.
1,080 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.