Lee Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Lee Financial’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 Q1	–	Sell	-3	Closed	-$566	–	797
2022 Q4	$566	Hold	3	–	–	﹤0.01%	811
2022 Q3	$1K	Buy	3 +1	+50%	+$178	﹤0.01%	731
2022 Q2	$0	Buy	+2	New	+$332	﹤0.01%	844
2022 Q1	–	Sell	-49	Closed	-$8K	–	754
2021 Q4	$8K	Buy	+49	New	+$8.01K	﹤0.01%	529

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

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 $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Lee Financial's AJG Position: Q1 2023 in Review

Lee Financial sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 3 shares — an estimated $566 sold.

Lee Financial first reported a position in AJG in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Lee Financial reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $566.
Lee Financial first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 4 quarters.
Lee Financial's Arthur J. Gallagher & Co position peaked at $8K in Q4 2021.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.