MD Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

MD Financial 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
2021 Q4	$2.76M	Sell	16,279 -931	-5%	-$152K	0.07%	129
2021 Q3	$2.56M	Sell	17,210 -482	-3%	-$69K	0.06%	122
2021 Q2	$2.48M	Buy	+17,692	New	+$2.5M	0.07%	129

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

MD Financial Management's AJG Position: Q4 2021 in Review

MD Financial Management reduced its Arthur J. Gallagher & Co (AJG) stake by 5.4% in Q4 2021, selling an estimated $152K and leaving 16,279 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #129.

MD Financial Management first reported a position in AJG in Q2 2021 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

MD Financial Management held 16,279 shares of Arthur J. Gallagher & Co worth $2.76M as of Q4 2021.
MD Financial Management sold 931 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $152K.
Arthur J. Gallagher & Co made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #129 holding.
MD Financial Management first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 3 quarters since.
852 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.