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

MBE 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
2020
Q2 		– Sell
-44
Closed -$3K – 63
2020
Q1 		$3K Buy
+44
New +$4.21K ﹤0.01% 414

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

MBE Wealth Management's AJG Position: Q2 2020 in Review

MBE Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 44 shares — an estimated $3K sold.

MBE Wealth Management 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.

  • MBE Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 44 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $3K.
  • MBE Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management'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 MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.