Oliver Lagore Vanvalin Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-1	Closed	-$228	–	774
2023 Q3	$228	Hold	1	–	–	﹤0.01%	794
2023 Q2	$220	Sell	1 -43	-98%	-$8.95K	﹤0.01%	746
2023 Q1	$8.42K	Hold	44	–	–	﹤0.01%	405
2022 Q4	$8.3K	Hold	44	–	–	﹤0.01%	388
2022 Q3	$8K	Buy	+44	New	+$7.81K	0.01%	361

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's AJG Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 1 share — an estimated $228 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AJG in Q3 2022 and held it in 5 quarters. The position peaked at $8.42K in Q1 2023. 1,080 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1 Arthur J. Gallagher & Co share in Q4 2023, an estimated $228.
Oliver Lagore Vanvalin Investment Group first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's Arthur J. Gallagher & Co position peaked at $8.42K in Q1 2023.
1,080 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.