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NuWave Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

NuWave Investment Management’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
2022
Q3 		$274K Buy
+1,601
New +$284K 0.31% 121
2021
Q3 		– Sell
-1,644
Closed -$230K – 292
2021
Q2 		$230K Buy
1,644
+1,499
+1,034% +$212K 0.26% 132
2021
Q1 		$18K Sell
145
-2,291
-94% -$276K 0.02% 263
2020
Q4 		$301K Buy
2,436
+2,193
+902% +$250K 0.39% 87
2020
Q3 		$25K Buy
+243
New +$25.2K 0.04% 284

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's AJG Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2022: 1,601 shares worth $274K. The stake represents 0.31% of the portfolio and ranks #121 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in AJG as recently as Q2 2021.

NuWave Investment Management first reported a position in AJG in Q3 2020 and has held it in 5 quarters since. The position peaked at $301K in Q4 2020. 865 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

  • NuWave Investment Management held 1,601 shares of Arthur J. Gallagher & Co worth $274K as of Q3 2022.
  • Arthur J. Gallagher & Co was a new NuWave Investment Management position in Q3 2022.
  • Arthur J. Gallagher & Co made up 0.31% of NuWave Investment Management's portfolio in Q3 2022, its #121 holding.
  • NuWave Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 5 quarters since.
  • NuWave Investment Management's Arthur J. Gallagher & Co position peaked at $301K in Q4 2020.
  • 865 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.