My Legacy Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

My Legacy 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
2024 Q1	–	Sell	-865	Closed	-$201K	–	212
2023 Q4	$201K	Sell	865 -77	-8%	-$18.2K	0.07%	201
2023 Q3	$218K	Sell	942 -37	-4%	-$8.28K	0.09%	192
2023 Q2	$209K	Sell	979 -191	-16%	-$39.7K	0.08%	206
2023 Q1	$229K	Sell	1,170 -81	-6%	-$15.4K	0.1%	197
2022 Q4	$242K	Sell	1,251 -51	-4%	-$9.54K	0.1%	190
2022 Q3	$222K	Sell	1,302 -1,562	-55%	-$277K	0.11%	193
2022 Q2	$475K	Sell	2,864 -1,135	-28%	-$188K	0.24%	144
2022 Q1	$698K	Buy	+3,999	New	+$638K	0.32%	106

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

My Legacy Advisors's AJG Position: Q1 2024 in Review

My Legacy Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 865 shares — an estimated $201K sold.

My Legacy Advisors first reported a position in AJG in Q1 2022 and held it in 8 quarters. The position peaked at $698K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

My Legacy Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
My Legacy Advisors sold 865 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $201K.
My Legacy Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 8 quarters.
My Legacy Advisors's Arthur J. Gallagher & Co position peaked at $698K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on My Legacy Advisors's 13F filing for Q1 2024, filed 25 Jul 2024.