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

McDonald 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
2022
Q1 		– Sell
-128
Closed -$21.7K – 317
2021
Q4 		$21.7K Buy
+128
New +$20.9K 0.02% 143

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McDonald Partners's AJG Position: Q1 2022 in Review

McDonald Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 128 shares — an estimated $21.7K sold.

McDonald Partners first reported a position in AJG in Q4 2021 and held it in 1 quarter. The position peaked at $21.7K in Q4 2021. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

  • McDonald Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 128 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $21.7K.
  • McDonald Partners first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Arthur J. Gallagher & Co position peaked at $21.7K in Q4 2021.
  • 815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.