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

Lenox Wealth Management’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 Q2	$969K	Buy	9,948 +1,587	+19%	+$141K	0.3%	66
2020 Q1	$681K	Sell	8,361 -379	-4%	-$36.3K	0.23%	70
2019 Q4	$832K	Sell	8,740 -182	-2%	-$16.7K	0.23%	73
2019 Q3	$799K	Sell	8,922 -188	-2%	-$16.9K	0.23%	69
2019 Q2	$797K	Buy	9,110 +7,888	+645%	+$658K	0.24%	70
2019 Q1	$95K	Buy	1,222 +1,202	+6,010%	+$92.6K	0.03%	183
2018 Q4	$2K	Buy	+20	New	+$1.49K	﹤0.01%	537

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

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

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

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

Lenox Wealth Management's AJG Position: Q2 2020 in Review

Lenox Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 19% in Q2 2020, buying an estimated $141K and bringing the position to 9,948 shares worth $969K. The position accounts for 0.3% of the portfolio, ranked #66.

Lenox Wealth Management first reported a position in AJG in Q4 2018 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

Lenox Wealth Management held 9,948 shares of Arthur J. Gallagher & Co worth $969K as of Q2 2020.
Lenox Wealth Management bought 1,587 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $141K.
Arthur J. Gallagher & Co made up 0.3% of Lenox Wealth Management's portfolio in Q2 2020, its #66 holding.
Lenox Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 7 quarters since.
664 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.