Princeton Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Princeton Capital 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
2019 Q4	–	Sell	-175	Closed	-$16K	–	99
2019 Q3	$16K	Hold	175	–	–	0.01%	194
2019 Q2	$15K	Sell	175 -110	-39%	-$9.18K	0.01%	199
2019 Q1	$22K	Hold	285	–	–	0.01%	189
2018 Q4	$21K	Sell	285 -50	-15%	-$3.73K	0.01%	187
2018 Q3	$25K	Hold	335	–	–	0.01%	205
2018 Q2	$22K	Sell	335 -500	-60%	-$33.9K	0.01%	221
2018 Q1	$57K	Buy	+835	New	+$56.3K	0.03%	163

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CSIA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Princeton Capital Management's AJG Position: Q4 2019 in Review

Princeton Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2019, closing a stake of 175 shares — an estimated $16K sold.

Princeton Capital Management first reported a position in AJG in Q1 2018 and held it in 7 quarters. The position peaked at $57K in Q1 2018. 675 funds tracked by Wall St. Rank hold AJG as of Q4 2019.

Princeton Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 175 Arthur J. Gallagher & Co shares in Q4 2019, an estimated $16K.
Princeton Capital Management first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's Arthur J. Gallagher & Co position peaked at $57K in Q1 2018.
675 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.