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Lynch & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Lynch & Associates’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
2014
Q2 		– Sell
-20,856
Closed -$992K – 92
2014
Q1 		$992K Buy
20,856
+3,651
+21% +$170K 0.59% 49
2013
Q4 		$807K Sell
17,205
-223
-1% -$10.4K 0.48% 53
2013
Q3 		$761K Buy
17,428
+1
+0% +$44 0.51% 51
2013
Q2 		$761K Buy
+17,427
New +$754K 0.53% 52

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lynch & Associates's AJG Position: Q2 2014 in Review

Lynch & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q2 2014, closing a stake of 20,856 shares — an estimated $992K sold.

Lynch & Associates first reported a position in AJG in Q2 2013 and held it in 4 quarters. The position peaked at $992K in Q1 2014. 365 funds tracked by Wall St. Rank hold AJG as of Q2 2014.

  • Lynch & Associates reported no remaining Arthur J. Gallagher & Co position as of Q2 2014 after selling out during the quarter.
  • Lynch & Associates sold 20,856 Arthur J. Gallagher & Co shares in Q2 2014, an estimated $992K.
  • Lynch & Associates first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 4 quarters.
  • Lynch & Associates's Arthur J. Gallagher & Co position peaked at $992K in Q1 2014.
  • 365 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2014.

Based on Lynch & Associates's 13F filing for Q2 2014, filed 15 Jul 2014.