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MPS Loria Financial Planners’s Arthur J. Gallagher & Co AJG Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-21
Closed -$2K – 103
2021
Q1 		$2K Hold
21
– – ﹤0.01% 418
2020
Q4 		$3K Buy
+21
New +$2.39K ﹤0.01% 405

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's AJG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in AJG in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 776 funds tracked by Wall St. Rank hold AJG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Arthur J. Gallagher & Co position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 21 Arthur J. Gallagher & Co shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Arthur J. Gallagher & Co position peaked at $3K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.