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Monumental Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Monumental Financial Group’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
Q3 		– Sell
-204
Closed -$29K – 30
2021
Q2 		$29K Buy
+204
New +$28.8K 0.02% 55

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Monumental Financial Group's AJG Position: Q3 2021 in Review

Monumental Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 204 shares — an estimated $29K sold.

Monumental Financial Group first reported a position in AJG in Q2 2021 and held it in 1 quarter. The position peaked at $29K in Q2 2021. 773 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

  • Monumental Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 204 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $29K.
  • Monumental Financial Group first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Arthur J. Gallagher & Co position peaked at $29K in Q2 2021.
  • 773 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.