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

Liberty 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
2021 Q4	–	Sell	-466	Closed	-$72K	–	191
2021 Q3	$72K	Buy	466 +271	+139%	+$38.8K	0.03%	346
2021 Q2	$27K	Buy	195 +15	+8%	+$2.12K	0.01%	441
2021 Q1	$20K	Hold	180	–	–	0.01%	453
2020 Q4	$20K	Buy	180 +126	+233%	+$14.3K	0.01%	450
2020 Q3	$6K	Buy	54 +22	+69%	+$2.28K	﹤0.01%	587
2020 Q2	$3K	Sell	32 -74	-70%	-$6.55K	﹤0.01%	679
2020 Q1	$9K	Sell	106 -42	-28%	-$4.02K	0.01%	474
2019 Q4	$14K	Sell	148 -7	-5%	-$641	0.01%	470
2019 Q3	$14K	Buy	155 +147	+1,838%	+$13.2K	0.01%	448
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	794
2019 Q1	$0	Hold	8	–	–	﹤0.01%	720
2018 Q4	$0	Buy	+8	New	+$597	﹤0.01%	746

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

Liberty Wealth Management's AJG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2021, closing a stake of 466 shares — an estimated $72K sold.

Liberty Wealth Management first reported a position in AJG in Q4 2018 and held it in 12 quarters. The position peaked at $72K in Q3 2021. 853 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

Liberty Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 466 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $72K.
Liberty Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Arthur J. Gallagher & Co position peaked at $72K in Q3 2021.
853 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.