Kore Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,006	Closed	-$98K	–	298
2020 Q2	$98K	Sell	1,006 -105	-9%	-$9.3K	0.02%	333
2020 Q1	$91K	Buy	1,111 +267	+32%	+$25.6K	0.02%	321
2019 Q4	$80K	Buy	+844	New	+$77.3K	0.02%	405
2019 Q2	–	Sell	-995	Closed	-$78K	–	246
2019 Q1	$78K	Buy	+995	New	+$76.6K	0.02%	317

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kore Private Wealth's AJG Position: Q3 2020 in Review

Kore Private Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q3 2020, closing a stake of 1,006 shares — an estimated $98K sold.

Kore Private Wealth first reported a position in AJG in Q1 2019 and held it in 4 quarters. The position peaked at $98K in Q2 2020. 693 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

Kore Private Wealth reported no remaining Arthur J. Gallagher & Co position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,006 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $98K.
Kore Private Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's Arthur J. Gallagher & Co position peaked at $98K in Q2 2020.
693 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.