LSA
AJG icon

Lion Street Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-39
Closed -$3K – 40
2020
Q1 		$3K Buy
+39
New +$3.73K 0.02% 305

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lion Street Advisors's AJG Position: Q2 2020 in Review

Lion Street Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 39 shares — an estimated $3K sold.

Lion Street Advisors first reported a position in AJG in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 664 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

  • Lion Street Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 39 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $3K.
  • Lion Street Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Arthur J. Gallagher & Co position peaked at $3K in Q1 2020.
  • 664 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.