RBA
Richard Bernstein Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,854
| Closed | -$2.86M | – | 261 |
|
|
2021
Q4 | $2.86M | Sell |
16,854
-6,437
| -28% | -$1.09M | 0.06% | 166 |
|
|
2021
Q3 | $3.46M | Hold |
23,291
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $3.26M | Hold |
23,291
| – | – | 0.07% | 154 |
|
|
2021
Q1 | $2.91M | Hold |
23,291
| – | – | 0.07% | 161 |
|
|
2020
Q4 | $2.88M | Hold |
23,291
| – | – | 0.07% | 160 |
|
|
2020
Q3 | $2.46M | Hold |
23,291
| – | – | 0.07% | 147 |
|
|
2020
Q2 | $2.27M | Buy |
+23,291
| New | +$2.27M | 0.07% | 153 |
|
|
2018
Q2 | – | Sell |
-6,034
| Closed | -$415K | – | 333 |
|
|
2018
Q1 | $415K | Hold |
6,034
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $382K | Buy |
+6,034
| New | +$382K | 0.02% | 303 |
|