Lenox Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Hold	3	–	–	﹤0.01%	683
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	788
2021 Q3	$0	Hold	3	–	–	﹤0.01%	711
2021 Q2	$0	Hold	3	–	–	﹤0.01%	695
2021 Q1	$0	Buy	+3	New	+$362	﹤0.01%	677
2020 Q2	–	Sell	-267	Closed	-$22K	–	585
2020 Q1	$22K	Hold	267	–	–	﹤0.01%	240
2019 Q4	$25K	Hold	267	–	–	﹤0.01%	298
2019 Q3	$24K	Buy	+267	New	+$24K	﹤0.01%	264
2016 Q1	–	Sell	-19	Closed	-$1K	–	251
2015 Q4	$1K	Buy	+19	New	+$816	﹤0.01%	376

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Lenox Wealth Advisors's AJG Position: Q1 2022 in Review

Lenox Wealth Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Lenox Wealth Advisors first reported a position in AJG in Q4 2015 and has held it in 9 quarters since. The position peaked at $25K in Q4 2019. 816 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Lenox Wealth Advisors held 3 shares of Arthur J. Gallagher & Co worth $1K as of Q1 2022.
Lenox Wealth Advisors left its Arthur J. Gallagher & Co share count unchanged in Q1 2022.
Arthur J. Gallagher & Co made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #683 holding.
Lenox Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 9 quarters since.
Lenox Wealth Advisors's Arthur J. Gallagher & Co position peaked at $25K in Q4 2019.
816 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.