Money Concepts Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-744	Closed	-$140K	–	529
2022 Q4	$140K	Buy	744 +641	+622%	+$120K	0.01%	833
2022 Q3	$18K	Buy	+103	New	+$18.3K	﹤0.01%	934
2022 Q2	–	Sell	-109	Closed	-$19K	–	1465
2022 Q1	$19K	Buy	+109	New	+$17.4K	﹤0.01%	1627

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Money Concepts Capital's AJG Position: Q1 2023 in Review

Money Concepts Capital sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 744 shares — an estimated $140K sold.

Money Concepts Capital first reported a position in AJG in Q1 2022 and held it in 3 quarters. The position peaked at $140K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Money Concepts Capital reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 744 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $140K.
Money Concepts Capital first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Arthur J. Gallagher & Co position peaked at $140K in Q4 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.