Peterson Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Peterson Wealth 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
2024 Q3	–	Sell	-4,917	Closed	-$1.27M	–	50
2024 Q2	$1.27M	Sell	4,917 -301	-6%	-$74.7K	0.79%	35
2024 Q1	$1.3M	Buy	5,218 +3,900	+296%	+$938K	0.94%	35
2023 Q4	$296K	Buy	+1,318	New	+$312K	0.27%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Peterson Wealth Management's AJG Position: Q3 2024 in Review

Peterson Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 4,917 shares — an estimated $1.27M sold.

Peterson Wealth Management first reported a position in AJG in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q1 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Peterson Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Peterson Wealth Management sold 4,917 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $1.27M.
Peterson Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 3 quarters.
Peterson Wealth Management's Arthur J. Gallagher & Co position peaked at $1.3M in Q1 2024.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Peterson Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.