Milestone Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Milestone Investment Advisors’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
2023 Q4	–	Sell	-197	Closed	-$44.9K	–	138
2023 Q3	$44.9K	Buy	+197	New	+$44.1K	0.01%	209
2023 Q2	–	Sell	-197	Closed	-$37.7K	–	134
2023 Q1	$37.7K	Buy	+197	New	+$37.4K	0.01%	230

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Investment Advisors's AJG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 197 shares — an estimated $44.9K sold.

Milestone Investment Advisors first reported a position in AJG in Q1 2023 and held it in 2 quarters. The position peaked at $44.9K in Q3 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Milestone Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Milestone Investment Advisors sold 197 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $44.9K.
Milestone Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 2 quarters.
Milestone Investment Advisors's Arthur J. Gallagher & Co position peaked at $44.9K in Q3 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.