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Retirement Planning Company of New England’s Arthur J. Gallagher & Co AJG Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-50
Closed -$8K – 246
2021
Q4 		$8K Buy
+50
New +$8.17K ﹤0.01% 677

Other funds holding AJG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Retirement Planning Company of New England's AJG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 50 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in AJG in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 816 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 50 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Arthur J. Gallagher & Co position peaked at $8K in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.