Leelyn Smith’s Arthur J. Gallagher & Co AJG Stock Holding History

Leelyn Smith’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	-110	Closed	-$20.7K	–	120
2022 Q4	$20.7K	Hold	110	–	–	0.01%	257
2022 Q3	$19K	Hold	110	–	–	0.01%	233
2022 Q2	$18K	Hold	110	–	–	﹤0.01%	252
2022 Q1	$19K	Hold	110	–	–	0.01%	244
2021 Q4	$19K	Hold	110	–	–	0.01%	248
2021 Q3	$16K	Hold	110	–	–	﹤0.01%	246
2021 Q2	$15K	Hold	110	–	–	﹤0.01%	248
2021 Q1	$14K	Hold	110	–	–	﹤0.01%	266
2020 Q4	$14K	Hold	110	–	–	﹤0.01%	252
2020 Q3	$12K	Hold	110	–	–	﹤0.01%	250
2020 Q2	$11K	Hold	110	–	–	﹤0.01%	306
2020 Q1	$9K	Hold	110	–	–	﹤0.01%	246
2019 Q4	$10	Buy	+110	New	+$10.1K	﹤0.01%	261

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

Leelyn Smith's AJG Position: Q1 2023 in Review

Leelyn Smith sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 110 shares — an estimated $20.7K sold.

Leelyn Smith first reported a position in AJG in Q4 2019 and held it in 13 quarters. The position peaked at $20.7K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Leelyn Smith reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 110 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $20.7K.
Leelyn Smith first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Arthur J. Gallagher & Co position peaked at $20.7K in Q4 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.