Neuburgh Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Neuburgh Advisers’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
2019 Q3	$1.06M	Sell	11,832 -918	-7%	-$82.5K	0.03%	318
2019 Q2	$1.12M	Sell	12,750 -3,026	-19%	-$252K	0.04%	307
2019 Q1	$1.23M	Buy	15,776 +6,664	+73%	+$513K	0.04%	262
2018 Q4	$671K	Sell	9,112 -2,108	-19%	-$157K	0.03%	343
2018 Q3	$835K	Sell	11,220 -408	-4%	-$29.3K	0.03%	335
2018 Q2	$759K	Buy	11,628 +1,156	+11%	+$78.3K	0.03%	332
2018 Q1	$720K	Sell	10,472 -748	-7%	-$50.5K	0.03%	327
2017 Q4	$710K	Buy	11,220 +408	+4%	+$26.1K	0.03%	338
2017 Q3	$666K	Sell	10,812 -442	-4%	-$26K	0.02%	342
2017 Q2	$644K	Buy	11,254 +680	+6%	+$38.4K	0.02%	348
2017 Q1	$598K	Buy	10,574 +476	+5%	+$26.2K	0.02%	336
2016 Q4	$525K	Buy	+10,098	New	+$508K	0.02%	327

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Neuburgh Advisers's AJG Position: Q3 2019 in Review

Neuburgh Advisers reduced its Arthur J. Gallagher & Co (AJG) stake by 7.2% in Q3 2019, selling an estimated $82.5K and leaving 11,832 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #318.

Neuburgh Advisers first reported a position in AJG in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2019. 642 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

Neuburgh Advisers held 11,832 shares of Arthur J. Gallagher & Co worth $1.06M as of Q3 2019.
Neuburgh Advisers sold 918 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $82.5K.
Arthur J. Gallagher & Co made up 0.03% of Neuburgh Advisers's portfolio in Q3 2019, its #318 holding.
Neuburgh Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Arthur J. Gallagher & Co position peaked at $1.23M in Q1 2019.
642 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.