Proffitt & Goodson’s Arthur J. Gallagher & Co AJG Stock Holding History

Proffitt & Goodson’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 Q2	–	Sell	-14	Closed	-$2.68K	–	227
2023 Q1	$2.68K	Hold	14	–	–	﹤0.01%	214
2022 Q4	$2.64K	Sell	14 -34	-71%	-$6.36K	﹤0.01%	219
2022 Q3	$8K	Sell	48 -76	-61%	-$13.5K	﹤0.01%	206
2022 Q2	$20K	Hold	124	–	–	﹤0.01%	195
2022 Q1	$22K	Hold	124	–	–	﹤0.01%	204
2021 Q4	$21K	Hold	124	–	–	﹤0.01%	183
2021 Q3	$18K	Hold	124	–	–	﹤0.01%	187
2021 Q2	$17K	Hold	124	–	–	﹤0.01%	202
2021 Q1	$15K	Hold	124	–	–	﹤0.01%	202
2020 Q4	$15K	Sell	124 -45	-27%	-$5.13K	﹤0.01%	191
2020 Q3	$18K	Hold	169	–	–	﹤0.01%	177
2020 Q2	$16K	Buy	+169	New	+$15K	﹤0.01%	182

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Proffitt & Goodson's AJG Position: Q2 2023 in Review

Proffitt & Goodson sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 14 shares — an estimated $2.68K sold.

Proffitt & Goodson first reported a position in AJG in Q2 2020 and held it in 12 quarters. The position peaked at $22K in Q1 2022. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

Proffitt & Goodson reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
Proffitt & Goodson sold 14 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $2.68K.
Proffitt & Goodson first reported a position in Arthur J. Gallagher & Co in Q2 2020 and held it in 12 quarters.
Proffitt & Goodson's Arthur J. Gallagher & Co position peaked at $22K in Q1 2022.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on Proffitt & Goodson's 13F filing for Q2 2023, filed 18 Jul 2023.