Lincoln Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Lincoln Capital’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 Q3	–	Sell	-2,100	Closed	-$342K	–	100
2022 Q2	$342K	Hold	2,100	–	–	0.1%	84
2022 Q1	$367K	Hold	2,100	–	–	0.09%	86
2021 Q4	$356K	Hold	2,100	–	–	0.09%	82
2021 Q3	$312K	Buy	+2,100	New	+$300K	0.08%	86

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Lincoln Capital's AJG Position: Q3 2022 in Review

Lincoln Capital sold out of Arthur J. Gallagher & Co (AJG) in Q3 2022, closing a stake of 2,100 shares — an estimated $342K sold.

Lincoln Capital first reported a position in AJG in Q3 2021 and held it in 4 quarters. The position peaked at $367K in Q1 2022. 864 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

Lincoln Capital reported no remaining Arthur J. Gallagher & Co position as of Q3 2022 after selling out during the quarter.
Lincoln Capital sold 2,100 Arthur J. Gallagher & Co shares in Q3 2022, an estimated $342K.
Lincoln Capital first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 4 quarters.
Lincoln Capital's Arthur J. Gallagher & Co position peaked at $367K in Q1 2022.
864 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on Lincoln Capital's 13F filing for Q3 2022, filed 26 Oct 2022.