Lumature Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$123K	Sell	558 -68	-11%	-$14.2K	0.07%	182
2023 Q1	$120K	Sell	626 -9	-1%	-$1.71K	0.07%	179
2022 Q4	$120K	Sell	635 -51	-7%	-$9.54K	0.07%	179
2022 Q3	$117K	Sell	686 -45	-6%	-$7.99K	0.06%	186
2022 Q2	$119K	Sell	731 -360	-33%	-$59.7K	0.05%	200
2022 Q1	$190K	Sell	1,091 -1,521	-58%	-$242K	0.08%	179
2021 Q4	$443K	Buy	2,612 +222	+9%	+$36.3K	0.17%	100
2021 Q3	$355K	Buy	2,390 +333	+16%	+$47.6K	0.15%	108
2021 Q2	$288K	Buy	2,057 +741	+56%	+$105K	0.12%	115
2021 Q1	$164K	Buy	+1,316	New	+$159K	0.09%	133

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

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Lumature Wealth Partners's AJG Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 11% in Q2 2023, selling an estimated $14.2K and leaving 558 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #182.

Lumature Wealth Partners first reported a position in AJG in Q1 2021 and has held it in 10 quarters since. The position peaked at $443K in Q4 2021. 974 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

Lumature Wealth Partners held 558 shares of Arthur J. Gallagher & Co worth $123K as of Q2 2023.
Lumature Wealth Partners sold 68 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $14.2K.
Arthur J. Gallagher & Co made up 0.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #182 holding.
Lumature Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Arthur J. Gallagher & Co position peaked at $443K in Q4 2021.
974 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.