LGT Group Foundation’s Arthur J. Gallagher & Co AJG Stock Holding History

LGT Group Foundation’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
2024 Q1	–	Sell	-1,066	Closed	-$238K	–	256
2023 Q4	$238K	Hold	1,066	–	–	0.01%	237
2023 Q3	$240K	Buy	+1,066	New	+$239K	0.01%	241

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LGT Group Foundation's AJG Position: Q1 2024 in Review

LGT Group Foundation sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,066 shares — an estimated $238K sold.

LGT Group Foundation first reported a position in AJG in Q3 2023 and held it in 2 quarters. The position peaked at $240K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

LGT Group Foundation reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
LGT Group Foundation sold 1,066 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $238K.
LGT Group Foundation first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 2 quarters.
LGT Group Foundation's Arthur J. Gallagher & Co position peaked at $240K in Q3 2023.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on LGT Group Foundation's 13F filing for Q1 2024, filed 14 May 2024.