Safeguard Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-102	Closed	-$22K	–	87
2023 Q2	$22K	Buy	+102	New	+$21.2K	0.01%	251

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Safeguard Financial's AJG Position: Q3 2023 in Review

Safeguard Financial sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 102 shares — an estimated $22K sold.

Safeguard Financial first reported a position in AJG in Q2 2023 and held it in 1 quarter. The position peaked at $22K in Q2 2023. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Safeguard Financial reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 102 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $22K.
Safeguard Financial first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Arthur J. Gallagher & Co position peaked at $22K in Q2 2023.
996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.