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RMR Wealth Builders’s Arthur J. Gallagher & Co AJG Stock Holding History

RMR Wealth Builders’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
2020
Q3 		– Sell
-669
Closed -$65K – 227
2020
Q2 		$65K Buy
+669
New +$59.2K 0.06% 203
2019
Q4 		$51K Buy
+535
New +$49K 0.05% 223

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RMR Wealth Builders's AJG Position: Q3 2020 in Review

RMR Wealth Builders sold out of Arthur J. Gallagher & Co (AJG) in Q3 2020, closing a stake of 669 shares — an estimated $65K sold.

RMR Wealth Builders first reported a position in AJG in Q4 2019 and held it in 2 quarters. The position peaked at $65K in Q2 2020. 693 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

  • RMR Wealth Builders reported no remaining Arthur J. Gallagher & Co position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 669 Arthur J. Gallagher & Co shares in Q3 2020, an estimated $65K.
  • RMR Wealth Builders first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Arthur J. Gallagher & Co position peaked at $65K in Q2 2020.
  • 693 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.