Meristem Family Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Meristem Family Wealth’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	–	Sell	-3,301	Closed	-$491K	–	390
2021 Q3	$491K	Buy	+3,301	New	+$472K	0.05%	228

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 $3.37T AUM 44.26% 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

Meristem Family Wealth's AJG Position: Q4 2021 in Review

Meristem Family Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2021, closing a stake of 3,301 shares — an estimated $491K sold.

Meristem Family Wealth first reported a position in AJG in Q3 2021 and held it in 1 quarter. The position peaked at $491K in Q3 2021. 854 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

Meristem Family Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2021 after selling out during the quarter.
Meristem Family Wealth sold 3,301 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $491K.
Meristem Family Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 1 quarter.
Meristem Family Wealth's Arthur J. Gallagher & Co position peaked at $491K in Q3 2021.
854 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.