Knowledge Leaders Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Knowledge Leaders Capital’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 Q4	–	Sell	-4,548	Closed	-$779K	–	95
2022 Q3	$779K	Sell	4,548 -3,194	-41%	-$567K	0.99%	31
2022 Q2	$1.26M	Hold	7,742	–	–	1.22%	20
2022 Q1	$1.35M	Buy	+7,742	New	+$1.23M	0.97%	27

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Knowledge Leaders Capital's AJG Position: Q4 2022 in Review

Knowledge Leaders Capital sold out of Arthur J. Gallagher & Co (AJG) in Q4 2022, closing a stake of 4,548 shares — an estimated $779K sold.

Knowledge Leaders Capital first reported a position in AJG in Q1 2022 and held it in 3 quarters. The position peaked at $1.35M in Q1 2022. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

Knowledge Leaders Capital reported no remaining Arthur J. Gallagher & Co position as of Q4 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 4,548 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $779K.
Knowledge Leaders Capital first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 3 quarters.
Knowledge Leaders Capital's Arthur J. Gallagher & Co position peaked at $1.35M in Q1 2022.
919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Knowledge Leaders Capital's 13F filing for Q4 2022, filed 7 Feb 2023.